MS 摩根斯坦利：中国投资视角　

02.02 44页 英文 pdf

February 2, 2007 Investment Perspectives — China

Strategy and Economics
China
7 Strategy Fortnight in Focus Jerry Lou, Carol Wang
9 Portfolio Strategy Taking Aviation Profit Jerry Lou
11 Strategy ’07 Macro: Comfort is the Risk Jerry Lou
13 Economics Growth Still Fast but Should Not Trigger More Tightening Denise Yam
Global
15 US Strategy Looking Beyond the Earnings Trees Henry H. McVey, David R. McNellis
17 Global Economics Protectionist Threats — Then and Now
Stephen S. Roach
Industry Analysis
19 Insurance Factoring in Macro Trend Minyan Liu, Shary Z Wu, Eric Mak
21 Telecommunications Calling Party Pays: Again? Lina Wai Choi, Franklin Fu
23 Global Commodities Another Strong Year Ahead W. Bielski/M. Liinamaa/C. Spencer/C. Campbell Company Analysis
25 ↑ Hudong Heavy Machinery Co., Ltd. From Engines to Ships
Kate Zhu, Andy Meng
27 PetroChina Five Percent Growth Target Remains Intact 2007/08E
Leslie T Chow, Sara Chan