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| 马修o'connor. |
| 德意志银行证券 |
一场出场：6
总出场：6
分析师首次亮相：2008年 |
第六年跑步，马修o'connor.德意志银行证券在顶部完成。他说，如果2013年上半年趋势是任何迹象，全球复苏将继续受益于股票，固定收益和投资银行等资本市场段。“There are some good underlying positives in these businesses in the long term that will likely be themes to play, more so than loan growth picking up and short-term rates rising,” explains O’Connor, 38. As a result, banks with exposure to those sectors will outperform other banks. These include money centers Bank of America Corp., based in Charlotte, North Carolina, and JPMorgan Chase & Co. and Citigroup, both headquartered in New York. Morgan Stanley, which O’Connor started covering in the past year, is among his top picks. The New York–based financial services giant is “doing well in the equities business; the wealth management business is gaining momentum; and if interest rates or equity levels were to rise from here, there would be further earnings upside,” he believes. O’Connor “gets the big picture and isn’t afraid to call it like he sees it,” avers one backer. —Carolyn Koo |
