【出版时间及名称】:2010年全球证券市场展望
【作者】:瑞士银行
【文件格式】:PDF
【页数】:38
【目录或简介】:
Table of contents
Hotspots p.3
Equities still offer good value in 2010 p.3
Removal of policy support will shape 2010 p.4
Countries p.5
Switzerland p.5
Eurozone p.6
Germany p.7
United Kingdom p.8
United States p.9
Japan p.10
Asia ex-Japan p.11
Theme p.12
Climate Change: China and US hold the key in Copenhagen p.12
Emerging Markets: structural trends, cyclical recovery p.13
Infrastructure: a solid foundation p.14
Rising Asian consumer demand p.15
Sector p.16
Consumer Discretionary p.16
Consumer Staples p.17
Energy p.18
Global Banks p.19
Global Insurance p.20
Healthcare p.21
Industrials p.22
Information Technology p.23
Materials p.24
Telecom p.25
Utilities p.26
Tech Corner p.27
Sector Allocation p.29
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