人大经济论坛>搜索结果

9月.rar
本附件包括：
- European Credit Strategy： European Credit – Flows, Positioning and Redemptions.pdf
- European Credit Strategy： IG Non-Fin Fundamentals Update： Slow and Steady.pdf
- European Equity Strategy： Can fund performance be a contrarian indicator？.pdf
- European Financials： Weekly Bond Tracker.pdf
- European Interest Rate Strategist - On the Road.pdf
- European Interest Rate Strategist - Retaining Our Bearish Bias.pdf
- European Interest Rate Strategist - Searching For Yield.pdf
- 3D Systems Corp：Growth On Track to Accelerate in 2H.pdf
- 21Vianet： Core Businesses Intact; Room for Improvement in Cash Management.pdf
- 20140930-Morgan Stanley-China Materials：Weekly Monitor.pdf
- Agency MBS Brief.pdf
- Agency MBS Brief： Refi Index Largely Flat Despite Lower Rates.pdf
- Agency MBS Weekly： Carry On, For Now.pdf
- Agile Property： Quick Comment： 1-for-5 rights issue – the expected and the unexpected.pdf
- Agriculture Comment： FSA Data Gets More Bullish.pdf
- Agriculture Comment：Anticipating a Quiet Farewell to 13-14.pdf
- Amgen Inc.： Pipeline Drives PT to $151.pdf
- Apple, Inc.： Event Confirms This Cycle is Different.pdf
- Apple, Inc.：iPhone Gross Margins Biased to the Upside.pdf
- ASEAN Economics Chartbook： Where are we in the cycle？.pdf
- ASEAN In a Minute： Entering a Rising Rate Environment.pdf
- Asia Credit Strategy： What’s Going on in Asian Credit.pdf
- Asia FX & Rates Strategy： India Rates：Improving Fiscal Outlook.pdf
- Asian Banks： (g)Rate Expectations？.pdf
- Asian Banks：Valuation Chartbook：Where Are Valuations Compared with history？.pdf
- Asia-Pacific Weekly Preview ： Inflation and Monetary Policy.pdf
- Asia-Pacific Weekly Preview： Anticipating a Rebound in Exports.pdf
- ASML Holding NV： SPIE comments positive for EUV.pdf
- Astra International：IIMS 2014 – On the Ground Feedback.pdf
- AT&T, Inc.： Internet of Things Leadership, Early in the Race.pdf
- Australia Banks： Chart of the Week： Investment Property Loans.pdf
- Australia Banks： Chart of the Week：Major Banks' Return on Equity.pdf
- Australia Insurance & Wealth： Risky Business：Can QBE afford to sell its Lenders Mortgage business？.pdf
- Australia Macro+： Assessing state of economy after startling jobs figures.pdf
- Australia Macro+： Macro Matters：Global Earners Gathering Momentum.pdf
- Australia Macro+： Macro Matters：Playing the Long Cycle.pdf
- Australian Energy – Drilling Down： Aussie E&P as yield plays？.pdf
- Autos & Auto Parts：Dealer Study #5： BMW ahead of pack; DAI closes gap vs. Audi.pdf
- Autos & Auto-Related： Cutting US Autos to Cautious, Downgrading Ford to UW.pdf
- Bayer AG： Confident CMD.pdf
- China Cement：Three Cement Companies Fined for Price Monopoly; Potential Negative to Prices.pdf
- China Coal： 1H14 results wrap：Suppliers' reaction to weak demand.pdf
- China Healthcare：MS Monthly Hospital Rx Report.pdf
- China Industrials： Heavy Truck： Steady Volume Growth and Notable ASP Hike Ahead.pdf
- China Insurance： Asia Insight： Significant Cash Flow Pressure Ahead.pdf
- China Lodging Group, Limited： Trip Takeaways：Bright Outlook for Franchise Business.pdf
- China Oil & Gas： China Gas & Chemical Trips' Takeaways.pdf
- China Petroleum & Chemical Corp：New Restructuring Has Limited Impact on Sinopec; Yizheng A-Shares Placed at Premium to H-shares.pdf
- China petroleum chemical Crop.pdf
- China Resources Gas： Better-than-expected cost pass-through in Tianjin; Buying opportunity.pdf
- China September 2014 “Revisions for Decisions” Revisited.pdf
- China Shipping： Positioning for 4Q14： B Before C.pdf
- China Telecoms Monthly KPIs： Aug-14： CM Expanded Outperformance vs. CU.pdf
- CIO Survey：Steady As She Grows.pdf
- CMBS Market Insights： The State of the CRE Credit Cycle.pdf
- Coal, Gas & Power： Cross-Industry Implications of Marcellus-Utica Gas Basis; Bearish Natgas Outlook.pdf
- Com Hem Holding AB： Buy on Recent Weakness.pdf
- Commodities Fall Symposium： Oil & Gas Market Discussion.pdf
- Consumer Digest #4：Key Takeaways from A-Share Corporate Days.pdf
- Credit Companion： Market Metrics(1).pdf
- Credit Companion： Market Metrics(2).pdf
- Credit Companion： Market Metrics.pdf
- Credit Companion：CDX IG23 and CDX HY23 Roll.pdf
- Credit Continuum： Supplementary Supply.pdf
- Credit Investor Election Guide： Studying for Midterms(1).pdf
- Credit Investor Election Guide： Studying for Midterms.pdf
- Cross Industry Analysis： Impact of Apple Pay on Payments Value Chain：Biggest Beneficiaries Likely AAPL, NXP.pdf
- Cross-Asset Strategy： Global In the Flow - October 2014.pdf
- Crude Oil：What Are OSPs Telling Us？.pdf
- Daimler： Checkpoint China： Progress Made & Future Steps to Take.pdf
- Danone： Topline and margin trend to improve from 2H14 - OW.pdf
- Daum Kakao：Asia Insight： Enters Mobile Payment.pdf
- Delhaize： Solid US momentum provides further comfort on sustainability of FCF.pdf
- Direct Line Group Plc： Taking Profits After Strong Run：Downgrading to EW.pdf
- E&P Weekly： US Unconventional Oil： Sliding Down the Cost Curve.pdf
- Eaton Corp PLC： Resetting FY15e Bar to $5.pdf
- Eaton Corp PLC：Resetting FY15e Bar to $5.pdf
- Economics & Strategy Insights.pdf
- EM Credit Strategy： Up in Quality.pdf
- EM Macro Strategy -Brazil： What’s Your Take？ Survey Results.pdf
- EMEA - Steel：No buying opportunity as profitability peaks.pdf
- Energy Transfer Partners： Improving Outlook at Attractive Value; Upgrading to OW.pdf
- ENN Energy Holdings Limited： Investment in Sinopec Marketing： Positive to ENN.pdf
- EUR6bn Net Reduction – ECB Tender Tracker.pdf
- EUR47bn Net Addition– ECB Tender Tracker.pdf
- European Banks： S&P Downgrades： Dropouts.pdf
82.56 MB
2014-10-7

China Macro Strategy - To blink or not to blink.pdf
627.01 KB
2014-3-21

Citi-Global Macro Strategy.pdf
225.84 KB
2012-9-10

Global Macro Strategy 121110.pdf
170.26 KB
2010-12-23