【出版时间及名称】：2010年2月亚太证券市场投资策略报告
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：88
        【目录或简介】：
Table of Contents
Beyond Reasonable Doubt......................................................3
ASEAN strategy......................................................................11
Regional model portfolio by country....................................18
Regional model portfolio by sector ......................................19
Risks........................................................................................22
Australia: Reward limited, risks still there ...........................26
China: Focus on defensive growth.......................................28
South Korea: Upgrade in growth outlook ............................30
Taiwan: Cross-strait the key focus .......................................32
Hong Kong: Impact from China tightening ..........................34
India: Beginning of the great normalization.........................36
Singapore: Fixing growth estimates.....................................38
Malaysia: Looking to hide? ...................................................40
Thailand: Wary of the Ides of February ................................42
Indonesia: Right direction in the price .................................44
Philippines: More upside.......................................................46
Our extended markers ...........................................................48
Hindsight trades – Asia’s key sectors ..................................50
Asia Pacific ex-Japan Big 100 ...............................................52
Asia Pacific Strategy Dashboards ........................................58
J.P. Morgan Equity Strategy and Asia Pacific Macro Team88