MS 摩根斯坦利：中国投资视角

-04.13 (En 56 pages)

Strategy and Economics
China
7 Strategy Fortnight in Focus
Jerry Lou
9 Strategy Forex Investment Co: China De-pricing
Countdown
Jerry Lou
Global
11 Global Economics Spillovers versus Linkages
Stephen S. Roach
13 Quantitative Strategy
A Tale of Two Cities (Countries, Actually)
Parin Gandhi/Henry H. McVey
15 US Economics The Employment Conundrum
Richard Berner, David Greenlaw
Company Analysis
17 China Netcom Still Tough Going
Lina Wai Choi, Mark S. Shuper, Franklin Fu
19 China Shipping CL Expect Sharp Earnings
Recovery in 2007 on Stronger Asia-Europe Rate
Jim Lam, Cecilia Chan, Chin Y. Lim
21 China Vanke Co., Ltd. It May Be Different, But
It’s Still Expensive
Ernest Song, Kenny Tse, Derek Kwong, Thomas Y.
Tung
23 Initiation Guangzhou Baiyun Int'l Airport
Initiation of Coverage: As Good as It Gets
Ernest Song, Jim Lam, Edward H Xu
25 Guangzhou Shipyard Intl. Co., Ltd. Another
Good Year Expected
Kate Zhu, Andy Meng
27 ↑ Kweichou Moutai Company Ltd. The Best
Ain’t Over Yet – Upgrade to Overweight
Roger Jiang, Angela Moh