【出版时间及名称】:2010年4月日本证券投资策略报告
【作者】:摩根大通
【文件格式】:pdf
【页数】:64
【目录或简介】:
Table of Contents
Deflation and Banks.................................................................3
Macroeconomics ......................................................................8
Derivatives: OECD CLI: Implication on Market Volatility ....14
Sector: Industrial & Consumer Electronics .........................18
Sector: Precision Instruments ..............................................20
Sector: Chemicals ..................................................................22
Sector: Steel, Wire & Cable, Glass........................................24
Sector: Autos, Auto Parts......................................................26
Sector: Aviation......................................................................28
Sector: Retail (Large Stores, Specialty Retailers) ...............30
Sector: Banking......................................................................32
Sector: Nonbanks...................................................................34
Sector: Brokers ......................................................................35
Sector: Insurance ...................................................................36
Sector: Real Estate, Housing, Construction ........................38
Sector: Games........................................................................40
Sector: Media..........................................................................42
Sector: Healthcare and Pharmaceuticals .............................44
Sector: Food and Beverage...................................................46
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