摩根斯坦利：全球证券市场投资文摘2009年10月(免费)

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Strategy and Economics
3 Global Strategy & Economics Roundups
5 Global Economics Debtflation
Spyros Andreopoulos
7 Global Equity Strategy Mid-Cycle Valuations –
Finding the “Value” in Global Cyclicals
Jason Todd, Gerard Minack
9 US Economics
Recovery Myths
Richard Berner
11 US Credit Strategy
Deconstructing Deleveraging
Rizwan Hussain, Gregory Peters, Adam Richmond
13 Equity Derivatives Strategy
Turning a Stock into a Bond
Sivan Mahadevan, Christopher R. Metli et al.
15 Europe Equity Strategy
Sellers’ Compendium October-09
Ronan Carr, Teun Draaisma
17 Euroland Economics
On Labour Market Dynamics and their
Consequences
Elga Bartsch
21 Commentary
Wake-Up Call for the Next Asia
Stephen S. Roach
Industry Analysis
23  US Cable/Satellite After Years of Deflation,
Broadband Pricing set to Rise — Industry View
Upgraded to In-Line
Benjamin Swinburne, David Gober, Ryan Fiftal
25 US Media Big ‘10 — Raising Estimates on
Higher Ad Outlook and More
Benjamin Swinburne, Kristi Bonner, Micah Nance
27 Europe Banks — Greece
Alpha Most Exposed to Margin Recovery Trend
Eva Hernandez, Juan Pablo Lopez Cobo
(continued)
25 US Media
Big ’10 — Raising Estimates on
Higher Ad Outlook and More
Benjamin Swinburne, Kristi Bonner, Micah Nance
33 Altria Group Holding the Reins
of Its Own Bull Case: A Path to
$27/Share, If Taken
David J. Adelman, Matthew Grainger, Eileen Khoo
39  Boeing Risks Skewed To
Downside; Underweight
Heidi Wood

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