摩根斯坦利：全球新兴市场投资文摘2009年10月(免费)

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Strategy and Economics
4 Asia/EM Equity Strategy
The End of the Earnings Recession
Jonathan Garner, Michael Wang, Vinicius Silva
8 Asia/EM Equity Strategy Upgrade Malaysia &
Egypt to Overweight, Downgrade Peru & Chile to
Underweight
Jonathan Garner, Michael Wang, Vinicius Silva
11 EM FID Strategy EMFX, Local Rates and the
‘Less-Easy’ Part of the Cycle
Rashique Rahman
13 Brazil Economics
Exit Strategy
Marcelo Carvalho
17 Central Europe Economics
Views from Budapest and Warsaw
Pasquale Diana
20 India Strategy
Earnings and Sensex Target Raised
Ridham Desai, Sheela Rathi
22 Peru Economics
Investment Drives Growth
Daniel Volberg
25 Russia Economics
Near-term Plenty
Oliver Weeks
29 Korea Economics
Beginning of Rate Hikes Won’t De-rail Recovery
Sharon Lam
31 Saudi Arabia Economics
Unlocking the Kingdom’s Potential
Mohamed Jaber
35 South Africa Economics Burgeoning Fiscal
Gap, Anaemic Consumer Recovery
Michael Kafe, Andrea Masia
39 Venezuela Economics
To Devalue or Not to Devalue
Giuliana Pardelli, Daniel Volberg
43 Asia Credit Strategy Post-Traumatic Stress
Disorder – Some Lessons from Asia
Viktor Hjort, Kelvin Pang
4 Asia/EM Equity Strategy
The End of the Earnings Recession
Jonathan Garner, Michael Wang,
Vinicius Silva
45 Global Metals & Mining
A Strengthening Cycle
Peter Richardson, Global Metals and
Mining Team
78 State Bank of India
Our Top Pick Among our Large
Asian Banks
Anil Agarwal, Mihir Sheth, Mansi Shah

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