摩根斯坦利：欧洲证券市场投资文摘2009年8月(免费)

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Strategy and Economics
Europe
4 Europe Strategy
The Aftermath of Secular Bear Markets
Teun Draaisma
Global
5 US Economics It’s Bumpy and Slow…But It
Will Be a Sustainable Recovery
Richard Berner, David Greenlaw
7 US Credit Strategy
Premium Problem
Rizwan Hussain, Gregory Peters, Adam Richmond,
Jocelyn Chu
9 China Economics Mind the Gap:
‘End of Easing’ vs. ‘Beginning of Tightening’
Qing Wang
11 Currency Strategy
It’s Looking More Like a ‘V’
Sophia Drossos, Yilin Nie
13 Commentary
US Corporate Profitability — Support on the
Margin
Henry McVey
Industry Analysis
15 Clean Energy
European Solar: More Earnings Downgrades
Andrew Humphrey, Allen Wells
17 Clean Energy (􀃈IBR, 􀃈EDPR)
Wind Developers:
Downgrading to Equal-weight
Allen Wells, Andrew Humphrey
Company Analysis
19 Barclays
Re-rating Should Continue; Overweight
Michael Helsby, Steven Hayne
21 􀃈􀃈 Daimler To Catch a Shooting Star: 2010
Falls Back to Earth
Adam Jonas, David Cramer, Edoardo Spina

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