110 analysts for 2008
12 Strategists
13 Sector teams
Table of Contents
The year ahead process.........................................................................2
Investment summary.............................................................................. 2
Macro Monitor......................................................................................... 4
Investment themes for the Year of the Rat..........................................5
Earnings growth ....................................................................................7
Valuations: Bubble monitor...................................................................8
Potential returns....................................................................................9
Market drivers....................................................................................... 11
Risks...................................................................................................... 12
Surprises for the Rat ............................................................................ 14
2008 Economic outlook ....................................................................... 15
Emerging Asia economic outlook....................................................... 17
China: High growth, higher rates & Rmb ........................................... 19
India: Investment led growth............................................................... 21
Emerging Asian currency outlook ...................................................... 22
Economics forecast ............................................................................. 25
Large cap ideas: JPMorgan large-cap top picks ...............................32
Large cap ideas: JPMorgan large-cap stocks to avoid ..................... 33
Mid-cap ideas: JPMorgan mid-cap top picks, stocks to avoid......... 34
Small-cap ideas: JPMorgan small-cap top picks, stocks to avoid... 35
Top picks by country strategists ........................................................ 36
Stocks to avoid by country strategists............................................... 37
Top picks by sector heads .................................................................. 38
Stocks to avoid by sector heads......................................................... 40
Contrarian calls .................................................................................... 41
Non-consensus top picks and stocks to avoid ................................. 44
Market Overviews................................................................................. 45
Sector Overviews ................................................................................. 71
Top Picks .............................................................................................. 97
Stocks to Avoid .................................................................................. 301
Strategy Dashboards ......................................................................... 393
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