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

  • Morgan Stanley·2026-10-15Thematic

    AI capex incl. leases: USD 1.6tr in 20272027
  • Morgan Stanley·2026-10-15Sector

  • Morgan Stanley·2026-10-14Sector

  • Morgan Stanley·2026-10-14Sector

    3037.TW8046.TW
  • Morgan Stanley·2026-10-13Macro

    Gold price: $5,000/oz in 2Q272027-Q2
  • Morgan Stanley·2026-10-13Sector

    GEELYBYD600104.SHBYD·OverweightGeely Auto·OverweightSAIC Motor·Overweight
  • Morgan Stanley·2026-10-13Sector

    Hong Kong/China Insurance·Overweight
  • Morgan Stanley·2026-10-13Macro

  • Morgan Stanley·2026-10-13Thematic

  • Morgan Stanley·2026-10-13Thematic

  • Morgan Stanley·2026-10-13Macro

  • Morgan Stanley·2026-10-13Sector

  • Morgan Stanley·2026-10-12Thematic

    Tokenized real-world assets: forecast2030
  • Morgan Stanley·2026-10-12Thematic

  • Morgan Stanley·2026-10-12Sector

    2317.TW2382.TW3231.TW
  • Morgan Stanley·2026-10-12Sector

    BKNGCHH.USEXPE.USGOOGL
  • Morgan Stanley·2026-10-12Sector

    ANETCRWDCSCOFFIV.USFTNT.USPANW
  • Morgan Stanley·2026-10-12Sector

  • Morgan Stanley·2026-10-12Sector

    DELLHPELOGI.USPSTG.US
  • Morgan Stanley·2026-10-12Sector