Morgan Stanley·2026-10-11Thematic
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-10-09MacroUS real neutral policy rate: about 1.5%2026US core CPI: 0.24% m/m in September2026-09
- Morgan Stanley·2026-10-09Sector2454.TW2330.TW6531.TW
- Morgan Stanley·2026-10-09StrategyLow volatility·Overweight
- Morgan Stanley·2026-10-09Sector
- Morgan Stanley·2026-10-09Sector2353.TWHPQ.USIT Hardware - North America·Neutral
- Morgan Stanley·2026-10-09Sector
- Morgan Stanley·2026-10-09SectorChina Healthcare·Overweight
- Morgan Stanley·2026-10-08Sector0939.HK1398.HK3968.HKChina banks·Overweight
- Morgan Stanley·2026-10-08Sector000338.SZ3808.HKChina Industrials·Neutral
- Morgan Stanley·2026-10-08Credit
- Morgan Stanley·2026-10-08Sector6981.T4062.T6770.T
- Morgan Stanley·2026-10-08SectorUS Midcap Banks·Overweight
- Morgan Stanley·2026-10-08Strategy
- Morgan Stanley·2026-10-08Sector2319.HK600887.SH002714.SZ605499.SH
- Morgan Stanley·2026-10-08Sector2330.TW2449.TW3105.TWO3363.TWO3711.TW6223.TWO7769.TW
- Morgan Stanley·2026-10-07StrategyJapan·OverweightKorea·OverweightTaiwan IT·OverweightChina/HK·NeutralIndia·UnderweightAustralia·UnderweightAsia autos·UnderweightAsia consumer & e-commerce·Underweight
- Morgan Stanley·2026-10-07Thematic
- Morgan Stanley·2026-10-07Thematic
- Morgan Stanley·2026-10-06Sector2303.TW2330.TW