Morgan Stanley·2026-09-17MacroKorea Economics: Reaping the Economic Rewards from the Semiconductor WindfallKorea real GDP growth: MS forecast2026Korea CPI inflation: MS forecast2026BoK policy rate: MS terminal forecast
Morgan Stanley·2026-09-17MacroUS Economics and Fixed Income Strategy: September FOMC Reaction: Further hikes aheadFed funds target range (upper): MS forecast1Q27
Morgan Stanley·2026-09-17SectorS. Korea Telecoms & Internet: The AI data center bandwagon starts to roll-260917 (1)018260.KS017670.KS030200.KSNAVERSamsung SDS·Top pick
Morgan Stanley·2026-09-17SectorGreater China Technology Hardware: Huawei unveiled new NPO solution for the Ascend 960 SuperPoD AI infrastructure
Morgan Stanley·2026-09-17SectorChina Construction Machinery: Our Thoughts on the Selloff600031.SH601100.SH000157.SZ
Morgan Stanley·2026-09-17StrategyA-Share Sentiment Edges Up, but Global Liquidity Turns Less Supportive
Morgan Stanley·2026-09-16MacroFederal Reserve Monitor: September FOMC Takeaways: Removing a dose of accommodationFed funds terminal rate (upper): MS forecast1Q27
Morgan Stanley·2026-09-16SectorInternet: Where Are We Trading Now: As AI Uncertainties ReturnAMZNGOOGLMETA
Morgan Stanley·2026-09-16ThematicInvestor Presentation: Rmb8.5tr Capex into 3x ComputeMINIMAXZHIPUChina AI capex: MS forecast2026-30E
Morgan Stanley·2026-09-16SectorChina Internet AI Advertising From Attention to OutcomesTENCENTMEITUAN9988.HKBIDUWB.US
Morgan Stanley·2026-09-16SectorAutos & Shared Mobility: Laguna Day 1: Demand Is Defying Gravity - The Race to Autonomy & Electrification Is OnGM.USRIVN
Morgan Stanley·2026-09-16Sector2026 MS Healthcare Conference: Day 3 Biopharma TakeawaysARVN.USGPCR.USNRIX.USPRME.US
Morgan Stanley·2026-09-16ThematicAlphaWise AI Adoption and the Future of Work Banks, Tech and Professional Services - The Data You Haven't Seen
Morgan Stanley·2026-09-16MacroAsia Economics: The Viewpoint: Will higher rates and oil prices break the capex super cycle?
Morgan Stanley·2026-09-16SectorChina Biotechnology: Global Healthcare Conference Wrap - Day 21801.HK2162.HK2256.HK9688.HKAKESO9969.HK