【出版时间及名称】：2010年亚洲证券市场展望
        【作者】：德意志银行
        【文件格式】：PPT
        【页数】：54
        【目录或简介】：

􀂄 Macro Themes in Asia in 2010
􀂄 Overview of Portfolio Themes and Recommendations
􀂄 Section I – The Big Picture (structural challenges for US/Asian markets)
􀂄 Section II – Investable Themes across Asia (growth, value, momentum,
illiquids, asset allocation)
􀂄 Section III – Global Macro Overlay Hedges
􀂄 Risk Disclosure (risks to trade recommendations)
􀂄 Appendix – AxJ Long/Short Hedge Fund returns; AxJ Valuation stats