Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-08-24Sector

2454.TW3443.TW3661.TWMediaTek·Overweight

Morgan Stanley·2026-08-24Macro

Taiwan real GDP: MS forecast2026Taiwan real GDP: MS forecast2027

Morgan Stanley·2026-08-24Sector

MRVLSMTC.US

Morgan Stanley·2026-08-24Sector

4062.T5334.T6762.T6770.T6787.T6806.T6981.TMurata Manufacturing·Top pick

Morgan Stanley·2026-08-23Macro

Morgan Stanley·2026-08-23Sector

MINIMAX ZHIPUChina AI models·Overweight

Morgan Stanley·2026-08-23Macro

Brent crude: MS forecast4Q26

Morgan Stanley·2026-08-23Strategy

US core PCE: MS forecastJul-2026

Morgan Stanley·2026-08-23Sector

HK/China insurance·Overweight

Morgan Stanley·2026-08-23Thematic

BNTX.USMRK MRNAROG.SWCancer vaccines / INT·Overweight

Morgan Stanley·2026-08-23Sector

7269.TFGM.USSTLA.USIndia autos·Overweight

Morgan Stanley·2026-08-23Sector

9880.HKHumanoid robots·Neutral

Morgan Stanley·2026-08-23Macro

China real GDP: MS tracking3Q26

Morgan Stanley·2026-08-21Sector

Greater China materials·Overweight

Morgan Stanley·2026-08-21Sector

GEELY1316.HK3606.HK600066.SHHSAIChina autos·Neutral

Morgan Stanley·2026-08-21Macro

US unemployment rate: MS forecastDec-2026

Morgan Stanley·2026-08-21Macro

German Bunds·OverweightItalian BTPs·Neutral

Morgan Stanley·2026-08-21Thematic

Greater China semiconductors·OverweightChina domestic AI chips·OverweightChina AI chip TAM: MS forecast2030

Morgan Stanley·2026-08-21Strategy

China A-shares·Overweight

Morgan Stanley·2026-08-21Sector

BAS.DESDF.DESOLB.BRYAR.OLEuropean chemicals·NeutralDutch TTF natural gas: MS forecast1H27

Research: Broker notes on sectors, macro, rates and strategy

Asia-Pacific Technology: AI Supply Chain,Google ASIC, who gets what for design services?

Taiwan: Still Riding the AI Super-cycle

Semiconductors Weekly Earnings Week 6 (SMTC, MRVL)

Investor Presentation Electronic Components Renewed Focus on High-value-added MLCCs and ABF Package Substrates for AI DC

Federal Reserve Monitor: Jackson Hole,If you want to say less,say less

China AI Foundation Models: 1H26 Results Preview

The Oil Manual: Slower Road to Full Recovery; Raising Brent Forecasts

$40T of Debt: Brake or Break?

Hong Kong China Insurance: Regulations on ALM and NonAuto Insurance Could Benefit Sector Over Time

Biopharma: INT Deep Dive Refresh following MRNA MRK Ph3 melanoma data

Autos & Shared Mobility - North America: Global Auto Monitor – D3 Tariff Trade in Play?

China Industrials: WRC 2026 Takeaways: Productivity Matters

Investor Presentation - Asia Pacific: China Stimulus Amid Global Volatility?

Greater China Materials: Weekly Monitor: Shanxi Coking Coal Supply Disruptions Persist

China Autos & Shared Mobility: Beats Behind, Margins Ahead

US Economics Weekly: Recent declines in labor force participation

Why Bund Yields Are Making New Highs And What's Next

China AI GPUs – Closing the Gap with the US

A-Share Sentiment Rebounds as IPO Overhang Eases; What to Watch Next

Chemicals: EU Gas Price Surge = Earnings Risk?