【出版时间及名称】：2009年12月美国证券市场投资策略报告
        【作者】：德意志银行
        【文件格式】：pdf
        【页数】：40
        【目录或简介】：
Table of Contents
2010 US Equity Outlook: The Shape of Things to Come and
Seven Trades ..................................................................................... 3
Q1. After aggressive cost-cutting, how much upside remains for earnings? ...........................4
Q2. How severe will a possible double dip be? Is it priced in?.................................................7
Q3. Will monetary tightening derail the equity recovery? .........................................................9
Q4. Will the dollar turn in 2010? Good or bad for US equities? ..............................................11
Q5. How are investors positioned after the rally? When will flows come to equities?...........15
Q6. Will the Financials outperform?........................................................................................19
Q7. Will Emerging Markets continue to outperform the Developed Markets?.......................21
Revised Targets, Market, Sector and Stock Strategy..............................................................25
Seven Trades for 2010............................................................................................................27