Credit Suisse Research
Il News-Feed offre una selezione delle ultime pubblicazioni dei servizi di Research del Credit Suisse, con consigli d'investimento aggiornati concernenti regioni, aziende, mercati e prodotti.

• Swiss Issues: Immobili Monitor 4° trimestre 2008
  
• Out of the Panic Zone
  
• Kreditmärkte – Ausblick 2009
  
• Banking Outlook H1 2009
  
• Gradually Build Exposure to Selected Corporate Bonds
  
• Cautiously Seize Opportunities in Primary Bond Market
  
• Consumers Trading Down: Potential Winners and Losers
  
• Producers of Spirits Are Not Recession-Proof
  
• Invest in Defensive Corporate Bonds
  
• Banks Challenged by the Ongoing Deleveraging Process
  
• Buy Government-Guaranteed Bank Bonds
  
• Svizzera: Dove costa meno la vita?
  
• Africa in the Context of the Global Financial Crisis
  After enjoying strong economic growth in the wake of the commodities boom, Africa too will be hit by the global economic slowdown. We expect African GDP growth to slow from 6.3% in 2007 to 5.6% in 2009.
• Buy Dow Jones Euro Stoxx 50 Against DAX
  
• Swiss Market Outlook for October
  
• Dilutive Rescue Packages and Harsher Credit Cycle Ahead
  
• Uncertainties Remain Despite Government Actions
  
• Long-term winners in the banking sector
  Position for longer-term winners: Diversified well-capitalized banks that can withstand significantly higher provisions should gain in relative terms.
• Government intervention will prevent a depression
  Globally, central banks and governments have taken steps to counter the financial crisis which should gradually help the banking system but not the real economy. We expect volatility to remain at sustained levels for equity markets and stick to our defensive equity strategy.
• Research Daily - Economics & FX, FI and Equity
  
• Kommentar zum Branchenmonitor 3. Quartal 2008
  
• Uncertainty Likely to Stay at Elevated Levels
  
• Thurgau und Schaffhausen: Struktur und Perspektiven
  
• Telekomsektor stark im vierten Quartal 2008
  
• Comments on US Distressed Debt Purchase Plan
  
• Research Daily - Outlook on Economics, FX, FI & Equity
  
• Banks – Back to a Harsher Credit Cycle
  
• Industrie von Finanzmarkturbulenzen unbeeindruckt
  
• US Election: Evaluating Tax Policies of the Candidates
  A recent consumer poll showed that American voters are most concerned about taxes/the economy with less than eight weeks to go before Election Day on Tuesday 4 November.
• Challenging Times Ahead for European Airlines
  Cost pressures and a decelerating economy foster industry consolidation and force selective players to revisit their business models.
• Allianz's Subordinated Debt Looks Attractive
  We continue to overweight defensive sectors like utilities, pharmaceuticals, and telecommunication services, while we also recommend sectors with specific catalysts like information technology.
• Selected Emerging Markets Local Currency Bonds
  
• Focus on Fertilizers in New Global Agriculture Era
  Global food price inflation is symptomatic of a transformation of the global economy. Fertilizer and agrochemical stocks are attractively positioned to satisfy growing demand for crop protection and fertilizer.
• Challenging Times for Chinese Shipping and Ports
  We expect Asia-Europe container trade to deteriorate and transpacific to remain stagnant. Yet early value may be appearing with names being oversold.
• Investing in Private Equity the Smart Way
  Private equity investors can exploit a number of investment themes, such as emerging markets, infrastructure, secondary deals and venture capital though specific private equity funds.