摩根大通：全球新兴证券市场投资策略报告2009年7月

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Table of Contents
Split personality........................................................................3
Three steps to heaven..............................................................7
Taking the profitable detour ....................................................8
LatAm Off-Index Handbook: Broadening horizons ...............9
Global emerging markets model portfolio by country ........12
Global emerging markets model portfolio by sector...........13
Key trades ...............................................................................14
Risks........................................................................................21
Market drivers.........................................................................23
Macro Monitor.........................................................................24
Brazil: Domestic Demand Takes the Lead ...........................26
China: Leading the Global Recovery....................................28
South Korea: Awaiting for 2Q09 earnings............................30
Taiwan: Lowering risk premium...........................................32
Russia: Time to take a holiday ..............................................34
India: Optimism abound ........................................................36
South Africa: Currency woes ................................................38
Mexico: Position for strong cyclical rebound......................40
Malaysia: Focus on the recovery stocks..............................42
Thailand: Improving earnings outlook .................................44
Indonesia: Gathering momentum .........................................46
Turkey: Stay neutral at the cusp ...........................................48
Philippines: More upside.......................................................50
Extended markers ..................................................................53
Consensus Asset Allocation .................................................57
Hindsight trades .....................................................................58
Composite valuation indicators ............................................60
EMBIG100................................................................................64
Emerging Markets Strategy Dashboards .............................71

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