China Investment Perspectives
【出版时间及名称】：2001023
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：43
【目录或简介】： Strategy and Economics
China
10 Economics Recovery on Track, But Not
Overheating
Denise Yam, Qing Wang, Katherine Tai, Steven Zhang
Global
12 US Economics Recovery Myths
Richard Berner
14 US Credit Strategy Deconstructing Deleveraging
Rizwan Hussain, Gregory Peters, Adam Richmond
16 Global Equity Strategy Mid-Cycle Valuations –
Finding the “Value” in Global Cyclicals
Jason Todd, Gerard Minack
18 Commentary Wake-Up Call for the Next Asia
Stephen S. Roach
  
Industry Analysis
20Building Materials Restructuring Theme Re-
emerging
Sandy Niu, Kevin Shi, Charles C Spencer
22Clean Energy Roadmap for Clean Energy Policy
Sunil Gupta, Sophie Lu
24Fertilizer Industry Sinofert Attractive on Industry
Recovery Ahead
Jeremy C Chen, Yunchen Tsai
Company Analysis
26  China High Speed Transmission Visible
Growth at Reasonable Valuation
Sunil Gupta, Pey Herng Yap, Simon H Y Lee
(continued)