【出版时间及名称】：2010年美国银行业前景展望
        【作者】：摩根斯坦利
        【文件格式】：PPT
        【页数】：190
        【目录或简介】：

Banking Sector Outlook – Less Bad Is Good
1) Credit Trumps Rates in 2010
2) Rising Rates a Manageable Risk
3) DC Risk Fading
4) Investment Thesis: Large Cap Banks Cheap on Normalized Earnings
5) Top Picks:
 Early Cycle Consumer Credit (BAC, JPM, AXP)
 Rate Plays (BK, NTRS)
 Consolidation Themes (WFC, PNC)