Strategy Euroletter Tougher Times in 2010 [morgan stanley]
2010. MS is bullish on growth, and bearish on the
consequences of some stimulus withdrawal. They think
the on-going rally will take MSCI Europe (latest 1085) as
high as 1200, but we expect MSCI Europe to end 2010
at 1030, 5% down for the year. Reliable growth and
inflation hedges are our themes.
Clink on the link below to read the full report
http://www.scribd.com/doc/24820386?secret_password=kdtjr13v4954z0jf1a7
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