Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-09-07Thematic

AI inference·Overweight

Morgan Stanley·2026-09-07Sector

1299.HK2318.HK2328.HK2628.HKHK/China insurance·Overweight

Morgan Stanley·2026-09-07Sector

China property·NeutralChina primary property sales value: MS forecast2026EChina real estate investment: MS forecast2026E

Morgan Stanley·2026-09-06Sector

3037.TW8046.TWAVGONan Ya PCB·OverweightUnimicron·Overweight

Morgan Stanley·2026-09-06Strategy

China A shares·OverweightHong Kong equities·Underweight

Morgan Stanley·2026-09-06Strategy

Agency MBS·UnderweightUS IG credit·UnderweightEnergy equities·OverweightBrent crude: MS forecast4Q26

Morgan Stanley·2026-09-06Macro

Morgan Stanley·2026-09-06Strategy

Morgan Stanley·2026-09-06Sector

HK/China insurance·Overweight

Morgan Stanley·2026-09-06Sector

China property developers·Underweight

Morgan Stanley·2026-09-06Sector

NETC.COTEMN.SWWKL.AS

Morgan Stanley·2026-09-06Sector

Asian refiners·Overweight

Morgan Stanley·2026-09-06Sector

1288.HK1398.HKChina financials·Overweight

Morgan Stanley·2026-09-04Strategy

Morgan Stanley·2026-09-04Sector

BMY.US

Morgan Stanley·2026-09-04Sector

China autos·Neutral

Morgan Stanley·2026-09-04Macro

US core CPI: MS forecastAug 2026US core PCE: MS forecastAug 2026

Morgan Stanley·2026-09-04Thematic

GH.USNTRA.USTEMGuardant Health·OverweightNatera·OverweightTempus AI·Overweight

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

The Morgan Stanley AI Guidebook-Navigating the Age of Inference

Hong Kong China Insurance: Monthly Datapack: Southbound and Long-Only Positions in Insurers in August

China Property: Completed Sales: Quantifying the Industry Downshift

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China Equity Strategy: China HK Flows and Positioning Monthly Tracker–August 2026

China Equity Strategy: Cutting Targets amid Macro and Liquidity Headwinds

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All we are saying, is give disinflation a chance

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