Asia/GEMs Strategy: 2011 Outlook: Slowing
Growth, Rising Inflation and Higher Policy Rates =
Less Bullish than Consensus
Jonathan Garner, December 1
SA Strategy – 2011: Earnings revisions now guide
us; 10% Equity return forecast for 2011
Vaughan Henkel, November 23
EEMEA Telecom: 2011: data boom to support
mobile sector re-rating
Sean Gardiner, December 6
EMEA Banks Outlook: Strong returns against
emerging macro headwinds
Magdalena Stoklosa, December 1
Metals & Mining: Global Gold Inc.
Simon Kendall, November 29
Russian Metals & Mining: Domestic infrastructure
story to unfold in pre-election year
Dmitriy Kolomytsyn, November 29
South African General Mining: Possible 2011
re-rating – significant potential upside
Leigh Bregman, December 3
Big Debates: 2011 – EEMEA Oil & Gas & Turkey
Morgan Stanley Research, December 8

外行报告其实很内行，谢谢分享哈~~~~~~~~~~