LEH 雷曼：2007 Global Outlook

－－Industry Trends and Top Picks

129页 　　　12.20　 1.00M　PDF　

Global Equity Research

2007 Global Outlook Industry Trends & Top Picks

Table of Contents
5 GLOBAL STRATEGY
2007 Global Strategy: Selecting Sectors and Stocks for 2007
15 CONVERTIBLE AND VOLATILITY STRATEGY
Bullish on Vega, and Expect Upward Repricing of Long-Dated Risk; Remain
Constructive on Converts Despite Lack of Low-Hanging Fruit, and
Expect Technicals to Support Valuations
17 BANKS
The Crucial Components for 2007: Central Banks, Curves, Credit, Capital Markets,
Competition, and Consolidation
25 BASIC MATERIALS
Heterogeneous Fundamentals – Some Select Opportunities in Basic Materials
29 CAPITAL GOODS
Outlook for the Global Industrial Economy Remains Robust
33 CONSUMER CYCLICALS
Moderate Consumer Spending Is Likely Worldwide
41 CONSUMER STAPLES
Cautious Outlook for Consumer Staples in 2007
49 ENERGY
Energy – We Expect Another Strong Year
59 HEALTHCARE
Global Healthcare – U.S. Politics Set to Make 2007 a Volatile Year
67 INSURANCE
Non-Life Insurance Outlook More Favorable Than Life
73 MEDIA
A Tale of Three Continents
83 TECHNOLOGY
Moderate/Mixed 4Q06 and 1Q07 Trends, but We Remain Positive on Semis and
Tech for 2007 Based on Product Cycle Traction
93 TELECOMMUNICATIONS
Rationalization, Replacement, and Regulation
103 UTILITIES
Commodity Prices and M&A the Key Issues

[此贴子已经被作者于2006-12-30 22:07:41编辑过]