摩根大通：全球新兴证券市场投资策略报告2009年9月

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Table of Contents
Getting a carry up the three steps to heaven.........................3
Risks........................................................................................11
Global emerging markets model portfolio by country ........14
Global emerging markets model portfolio by sector...........15
Key Trades ..............................................................................16
The central bank bucket list ..................................................22
Once in a lifetime: US and Euro area rebound together .....25
The core of the matter............................................................27
The manic-depressive's guide to the fiscal outlook............31
Brazil: Strong Flows, Stronger FX ........................................34
China: Cautious today…medium term positive...................36
South Korea: Domestic issues limit upside.........................38
Taiwan: From recovery to growth .........................................40
Russia: Tactical sector rotation in order..............................42
India: More signs of cyclical recovery … .............................44
South Africa: SA to play catch-up? ......................................46
Mexico: US macro leverage & fiscal reform.........................48
Malaysia: Rebuilding confidence..........................................50
Thailand: Excess liquidity flowing in....................................52
Indonesia: Gathering momentum .........................................54
Turkey: Turning point ............................................................56
Philippines: More upside .......................................................58
Extended markers ..................................................................61
Consensus Asset Allocation .................................................65
Hindsight trades .....................................................................66
Composite valuation indicators ............................................68
EMBIG100................................................................................72
Emerging Markets Strategy Dashboards .............................79

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：投资策略报告 证券市场 投资策略 市场投资 策略报告 投资 证券 全球 摩根大通

要这么多论坛币，只能挂挂眼科！

1w。。。 只能路过了。。