"We take advantage of the recent weakness in equities to go from UW to OW. We think it is possible that the correction is not fully over yet, and that the ECB may be pushed to do outright QE. But with the recent policy initiatives, and, as of Friday, 24% upside to our 1280 MSCI Europe target on a 12-month view, we’d rather be buyers then sellers."
Research anbei : [Link "http://img.godmode-trader.de/charts/3/2005/EUROPEANSTRATEGY100510RI.pdf" auf img.godmode-trader.de/... nicht mehr verfügbar]
Quelle : http://www.morganstanley.com/