Table of Contents The Dilemma of Where to Put Fresh Money ................................................. 4 Six Reasons Fresh Money Should Go into Cyclicals (over Defensives)..................................................... 7 Identif...
内容简介 一、2008 中国创业投资回顾 二、2009 中国创业投资展望...
Table of Contents Equity outlook: breaking with the seasonal trend?........................ 3 Assessing Russias performance so far ....................................................................................3 Seasonality: a weak Se...
Contents Taiwan storybook 5 Thinking beyond tourism 8 Beyond tourism 8 Policy developments 8 Evidence of stronger relations 9 ECFA and FMOU still on, despite cabinet reshuffle 10 Our strategy stays intact 11 Changes to sector calls 11 Twea...
目 录 第一章 城市基础设施 第一节 城市基础设施概述 第二节 城市基础设施与城市发展 第三节 城市基础设施投资和建设现状 第二章 城市基础设施投融资基础理论 第一节 投融资的基本概念 第二节 公共产品理论 第三节 基础设施可销售性评估方法 第四节 项目区分...
Table of Contents Foreword ................................................................................................................ 5 List of Figures ....................................................................................
内容简介 综合来看，四季度应是机遇和风险并存的一个时期。以宏观基本面和 实体经济的复苏状态，沪深A 股的底部支撑已经大幅抬高，并且估值 水平也呈现稳中有降的态势；但是由于流动性年末减弱、扩容不确定 因素增加，市场若整体向上则除经济推动因素外缺少...
Table of Contents Top picks, macro data, consensus data sheet ..................................3 Cyclical recovery taking shape......................................................... 5 Cyclical upturn accelerating; sharpest rebound in A...
Table of Contents Investment Summary........................................................................ 3 Turkish Equity Strategy .................................................................... 4 Is the buying wave in Turkey over...
Table of Contents ASEAN team list ................................................................................ 3 ASEAN top Buys and Sells ............................................................... 4 Indonesia: Indofood...............
