【出版时间及名称】：2009年11月韩国证券市场投资策略报告
        【作者】：野村证券
        【文件格式】：PDF
        【页数】：48
        【目录或简介】：

Contents
Analysts’ sector views and stock picks 3
Is GNP a better measure than GDP? 5
Latin America: take-off for Korean exports 12
Retirement pension plans: narrowing risk premium 14
Potential MSCI rebalancing: what has concerned the index judges 19
Spin-off and M&A 20
Self-sustaining growth: machinery sector and ROE decomposition 22
Unloved Kosdaq 28
Appendix 33
Stock screening 33
Economic data and forecast 34
Market performance and valuation 35
Sector performance and valuation 38
Fund flows 39