Morgan Stanley·2026-08-03Sector
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-08-03StrategyUS high-quality stocks·OverweightUS semiconductors·Underweight
- Morgan Stanley·2026-08-03SectorEuropean luxury·Neutral
- Morgan Stanley·2026-08-03SectorChina robotics components·Overweight
- Morgan Stanley·2026-08-03SectorChina software·Overweight
- Morgan Stanley·2026-08-03Sector
- Morgan Stanley·2026-08-03SectorUS semiconductors·Overweight
- Morgan Stanley·2026-08-03MacroJPY·Underweight
- Morgan Stanley·2026-08-03Strategy
- Morgan Stanley·2026-08-03Macro
- Morgan Stanley·2026-08-03SectorAI infrastructure·Overweight
- Morgan Stanley·2026-08-02Sector
- Morgan Stanley·2026-08-02SectorGreater China AI hardware·Overweight
- Morgan Stanley·2026-08-02Sector
- Morgan Stanley·2026-08-02Sector
- Morgan Stanley·2026-08-02Sector
- Morgan Stanley·2026-08-02SectorChina property·Underweight
- Morgan Stanley·2026-07-31Sector
- Morgan Stanley·2026-07-31Sector
- Morgan Stanley·2026-07-31SectorAustralia materials·Overweight