【出版时间及名称】：2010年亚洲金融行业前景展望
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：272
        【目录或简介】：

Table of Contents
Investment Summary..............................................................................................................4
Macro Backdrop – Early 90s Again .....................................................................................18
Themes for 2010 – Solvency Trade Over – Quality Next ...................................................24
Themes for 2010 - An East-West Gap – the “3-Ds” to win.................................................27
Themes for 2010 – Micro, Not Macro...................................................................................29
Themes for 2010 - Credit Cycle............................................................................................31
Themes for 2010 – Universal Optimism on Credit Growth ................................................37
Themes for 2010 – Flow Business Optimism .....................................................................46
Themes for 2010 – Credit Turnaround ................................................................................49
Themes for 2010 – Sweet Spot for Earnings as Rates Rise ..............................................51
Themes for 2010 – Risks from Costs ..................................................................................52
Themes for 2010 - M&A Landscape.....................................................................................54
Valuations.............................................................................................................................58
Risks .....................................................................................................................................64
Future of Financial Services ................................................................................................65
Future of Financial Services – Industry Structure .............................................................68
Future of Financial Services – Shape of The Balance Sheet ............................................71
Future of Financial Services – Shape of Revenues & Associated Costs.........................78
Future of Financial Services - Shape of the Credit Cycle – A Utility Business? .............81
Future of Financial Services - Shape of Earnings and Profitability..................................83
Appendix 1 – Regulatory Issues..........................................................................................84
Appendix 2 - Tackling Pro-Cyclicality .................................................................................87
Appendix 3 – BIS Proposals ................................................................................................90
COUNTRY SECTIONS……………….….……..…………………………………………….page 93