2006最新摩根斯坦利中國投資研究（pdf 68）

Strategy and Economics
China
7 Strategy Fortnight in Focus
Jerry Lou, Andy Meng
9 Strategy De-rating + ‘De-pricing’
Jerry Lou, Andy Meng
11 Strategy Gambling or Investing
Jerry Lou, Carol Wang
13 Economics No Impact from Tightening, So Far
Denise Yam, Andy Xie
15 Economics Rate Hikes Ahead
Andy Xie
Global
17 Global Economics Scale and the Chinese
Policy Challenge
Stephen S. Roach
19 Global Economics How Much Inflation Is in the
Pipeline?
Eric Chaney
21 US Economics Globalization and Inflation
Richard Berner
23 US Strategy Intrinsic Value — A Safe Haven
Henry H. McVey, Parin Gandhi
Asia/Pacific
25 Asia-Pacific Strategy Bull Correction or Bear?
Malcolm Wood, Shary Z. Wu, Corey Ng
27 Asia-Pacific Strategy Read My Lips Fed Style
Malcolm Wood, Shary Z Wu, Corey Ng
29 Asia-Pacific Economics Liquidity Downturn
Drives Markets and Economies
Andy Xie
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