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1月中旬,著名全球金融服务机构摩根大通在纽约及伦敦发表了题为《2003全球策略先机:机不可失 立即行动》的报告,本文是这份报告的中文节选。 报告的第一部分探讨了一些重要投资领域的宏观趋势,包括由首席经济学家John Lipsky撰写的世界经济报告;由John Normand撰写的全球债券市场预测;由Larry Kantor撰写的全球外币兑换市场瞻望;由Paul Gibbs撰写的全球并购市场展望;由Abhijit Chakrabortti撰写的全球证券投资策略和由Carlos Asilis撰写的美国证券投资策略。第二部分是行业分析,融合了摩根大通全球400位证券分析师的专业实力,分别对全球二十四个行业领域进行了透彻分析。
In mid-January, JP Morgan Chase & Co., a leading global financial services company, delivered a report titled “2003 Global Strategy Opportunity: Opportunity to Get Invincible” in New York and London. This article is the Chinese excerpt from this report. The first section of the report explores macro trends in a number of key investment areas, including the World Economic Report by chief economist John Lipsky; global bond market forecasts by John Normand; the global foreign exchange market outlook by Larry Kantor; Global M & A Market Outlook by Paul Gibbs; Global Securities Investment Strategy by Abhijit Chakrabortti and U.S. Securities Investment Strategy by Carlos Asilis. The second part is an industry analysis that combines the expertise of JP Morgan JPMorgan's 400 securities analysts worldwide to conduct a thorough analysis of each of the 24 industry sectors around the world.