Morgan Stanley·2026-09-02Macro
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-09-01StrategyAsia financials (wholesale/wealth)·OverweightAustralian banks·Underweight
- Morgan Stanley·2026-09-01SectorLithium·Overweight
- Morgan Stanley·2026-09-01MacroAustralian housing·UnderweightAustralia house prices: actualAug 2026
- Morgan Stanley·2026-09-01ThematicHumanoid robots·OverweightChina humanoid shipments: MS forecast2030e
- Morgan Stanley·2026-08-31SectorGUJGASLTD.NSIGL.NSIndia city gas distribution·Neutral
- Morgan Stanley·2026-08-31Sector
- Morgan Stanley·2026-08-31Sector
- Morgan Stanley·2026-08-31Sector9022.T9064.T9069.T9142.TSenko Group·OverweightYamato HD·UnderweightJR Kyushu·OverweightJR Central·UnderweightJapan marine transportation·Underweight
- Morgan Stanley·2026-08-31Sector0425.HK601799.SHChina auto parts·Neutral
- Morgan Stanley·2026-08-31Sector1299.HKHK/China insurance·Overweight
- Morgan Stanley·2026-08-30MacroChina real GDP growth tracking: MS estimate3Q26
- Morgan Stanley·2026-08-30SectorChina property developers·Underweight
- Morgan Stanley·2026-08-28Sector
- Morgan Stanley·2026-08-28SectorBMY.USUS major pharma·Neutral
- Morgan Stanley·2026-08-28Macro
- Morgan Stanley·2026-08-28SectorGECommercial aerospace·Overweight
- Morgan Stanley·2026-08-28Macro
- Morgan Stanley·2026-08-28ThematicChina brokers·OverweightChina hard tech·Overweight
- Morgan Stanley·2026-08-28SectorChina property developers·UnderweightChina property agents·Overweight