【出版时间及名称】：2010年2月俄罗斯证券市场投资策略报告
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：36
        【目录或简介】：
Table of Contents
Russia’s fundamentals provide protection and upside ........3
Asset allocation: overweighting stocks over bonds/cash .............................................7
Sector calls...................................................................................................................8
Drivers .....................................................................................11
Commodities..............................................................................................................11
Global liquidity and inflation.....................................................................................14
Domestic macro: outlook brightens ...........................................................................15
Sector profiles ........................................................................16
Energy (N) .................................................................................................................16
Financials (OW).........................................................................................................17
Materials (UW)..........................................................................................................19
Utilities (N)................................................................................................................21
Telecoms (OW)..........................................................................................................23
Consumers .................................................................................................................24
Property......................................................................................................................25
Macro: Bright 2010 outlook ...................................................26