【出版时间及名称】：2010年全球新兴市场投资策略报告
        【作者】：美林证券
        【文件格式】：PDF
        【页数】：65
        【目录或简介】：

Contents
Global view: EM themes for 2010 2
Theme 1: Gimme back those carbs! 3
Theme 2: Checks and balances 4
Theme 3: Pumping iron 5
Theme 4: Thanksgiving before Halloween 6
Asia: heading for the exit door 7
China 8
India 10
Korea 12
Indonesia 14
Malaysia 15
Philippines 16
Singapore 17
Taiwan 18
Thailand 19
EMEA: high-beta region 20
Russia 21
South Africa 23
Turkey 25
Israel 27
Poland 29
Hungary 31
Czech Republic 33
Romania 34
Serbia 35
Ukraine 36
Kazakhstan 37
Egypt 38
Iraq 39
Lebanon 40
Gulf Cooperation Council (GCC) 41
LatAm: an uneven recovery 42
Brazil 43
Mexico 45
Argentina 47
Chile 49
Colombia 50
Peru 51
Venezuela 52
Portfolios, valuations, models 56
EM FX discretionary portfolio 53
LDM discretionary portfolio 54
EXD discretionary portfolio 54
LDM long-only portfolio 56
EXD long-only portfolio 57
Central bank policy stance 58
EM FX valuation 59
Spread assessment model (SAM) 60
Cross-asset valuation model 60
FX forecasts vs forwards 61