【出版时间及名称】:2010年2月亚太证券市场投资文摘
【作者】:摩根斯坦利
【文件格式】:PDF
【页数】:47
【目录或简介】:
Strategy and Economics
3 Downunder Daily It’s Simple: Too Much Debt
Gerard Minack, Jason Todd
5 Strategy A See-Sawing Reporting Season; Good
on Balance
Toby Walker, Antony Conte, Gerard Minack
Asia Pacific / Global
7 Global Equity Strategy Indicator Alert
Gerard Minack, Jason Todd
9 Global Credit Strategy An Ocean Between
Rizwan Hussain, Adam Richmond, Andrew Sheets,
Jonathan Graber
11 US Economics We Can’t Inflate Our Way Out
Richard Berner
Industry Analysis
13 Nonferrous Metals & Mining Royalties Set to
Rise
Craig Campbell, Cameron Judd, Sarah E Lester,
Peter G Richardson
15 Oil & Gas Exploration the Value Driver
Stuart Baker, Philip J Bare
Company Analysis
17 Foster's Group Alcohol Tax Reform Could
Actually be a Positive for FGL
Martin Yule, Richard Barwick, Thomas Kierath
19 Macquarie Group Limited An FY11E Story
Richard E Wiles, Glen D'Souza, David F Shi
21 Premier Investments Premier Growth Options;
Upside Risk in Potential M&A
Thomas Kierath, Richard Barwick, Martin Yule
(continued)
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