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Kết quả 1-13 trên tổng số 13 báo cáo. (0,06 giây)

Tiêu đề	Ngày	Nguồn	Ngôn ngữ	Số trang	Kích thước
ASEAN MacroScope Vietnam Trip Takeaways: Growth Sustainability Is Key We visited Hanoi and Ho Chi Minh City on a fact-finding trip. Overall, sentiment has improved and a policy-driven macro rebound is underway. However, a policy exit strategy will have...	04/11/2009	Morgan Stanley	Tiếng Việt	14	219 Kb
Crude Oil: Bullish or Bearish? US Crude Oil Inventories at their Highest level since 1990, as Demand remains weak and refiners slow production. OPEC Spare Capacity rising on the back of production cuts; to peak...	14/05/2009	Morgan Stanley	Tiếng Anh	13	163 Kb
US Economics and Interest Rate Forecast: Recovery Closer, but Risks Persist Improving economic data have fueled hopes that the recession is ending and recovery is imminent, fueling a sharp rally in risky assets and a selloff in Treasuries. Indeed, judging by...	11/05/2009	Morgan Stanley	Tiếng Anh	5	45 Kb
Vietnam Economics: Trip Takeaways and Debates Corporate guidance remained sanguine given the expectation that Vietnam would still register growth even as the developed world undergoes declines. In our view, however, what is more relevant is that...	07/04/2009	Morgan Stanley	Tiếng Anh	7	80 Kb
Investment Perspectives — Emerging Markets Morgan Stanley GEMs strategy recommended active country weights versus MSCI EM.	26/03/2009	Morgan Stanley	Tiếng Anh	60	744 Kb
Oil Services, Drilling & Equipment: Improving Oil Fundamentals and "Over Sold" Equities Increase in US oil demand, coupled with a decline in westbound sailings out of the Middle East, provides a favorable backdrop for an “over sold” OSX as we enter 2009....	05/01/2009	Morgan Stanley	Tiếng Anh	32	509 Kb
Vietnam Economics: More Policy Easing On the back of the government’s downgrade of its 2008 GDP forecast to 6.7% from 7%, the Central Bank announced measures to further ease monetary policy.	03/11/2008	Morgan Stanley	Tiếng Anh	6	95 Kb
Inflation Moderates, Cycle Has Likely Peaked Inflation rose 0.7% M/M, sa, in September, leaving consumer prices up a lower-than-expected 27.9%oya (JPMorgan 28.9%). The moderation in over-year ago inflation is the first since June 2007, and it...	23/09/2008	Morgan Stanley	Tiếng Anh	6	45 Kb
Emerging Markets Investment Perspectives Following the regular monthly update of our quantitative country model, we are making the following changes to our country allocation: (1) Upgrading: Israel from E/W to O/W, Hungary and Egypt...	28/08/2008	Morgan Stanley	Tiếng Anh	68	879 Kb
Still Too Early for Meaningful Rate Cuts Monetary policy tightening, administrative measures and declining commodity prices have eased the pressure on inflation and on the BOP front but the slowdown has more to go, in our view....	21/08/2008	Morgan Stanley	Tiếng Anh	6	82 Kb
Vietnam Data Releases: Economy Still Hot; But It’s On The Correction Path June inflation and trade data were released today. Both indicators are important to watch for Vietnam as they are key in gauging whether policy measures to rein in the overheated...	26/06/2008	Morgan Stanley	Tiếng Anh	5	73 Kb
Out Of Action We are cutting our NAV estimates and price targets for Keppel Land, Allgreen, and CapitaLand by 13%, 2%, and 1%, respectively, and our earnings estimates by 1-44% for 2008-2010, with...	20/06/2008	Morgan Stanley	Tiếng Anh	29	312 Kb
Reining In The Tiger Cub Vietnam is facing the classic overheating problems of a typical emerging market attempting to move from a centrally planned economy with a large public sector presence to a market-oriented economy...	20/06/2008	Morgan Stanley	Tiếng Anh	12	145 Kb