Morgan Stanley·2026-11-06Strategy
High-quality balance sheets and free cash flow·OverweightLiquidity-sensitive speculative exposure·UnderweightS&P 500 target: Year-end target retained2026 year-end
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-11-02Strategy
- Morgan Stanley·2026-11-02Strategy000001.SZ300750.SZ300760.SZ600019.SH600741.SH601318.SH601838.SHHigh-yield OW CSI300 buyback candidates·Overweight
- Morgan Stanley·2026-11-02StrategyQuality·OverweightS&P 500: targetYE26
- Morgan Stanley·2026-11-02StrategyGlobal equities·OverweightCore fixed income·UnderweightUS equities·Top pickS&P 500: target2Q27US HY credit spread: forecast2Q27
- Morgan Stanley·2026-10-27StrategyAI adopters·OverweightSemiconductors and data centre·UnderweightLow-volatility value·Overweight
- Morgan Stanley·2026-10-26StrategyQuality factor·OverweightS&P 500: 80002026-12
- Morgan Stanley·2026-10-26StrategyGold·Top pickGold price: $5,000/oz2027-Q2
- Morgan Stanley·2026-10-25StrategyChina A-shares·Overweight
- Morgan Stanley·2026-10-22StrategyChina equities·Underweight
- Morgan Stanley·2026-10-21Strategy1972.HK300750.SZSwire Properties·Top pick
- Morgan Stanley·2026-10-19StrategyQuality factor·Overweight
- Morgan Stanley·2026-10-09StrategyLow volatility·Overweight
- Morgan Stanley·2026-10-08Strategy
- Morgan Stanley·2026-10-07StrategyJapan·OverweightKorea·OverweightTaiwan IT·OverweightChina/HK·NeutralIndia·UnderweightAustralia·UnderweightAsia autos·UnderweightAsia consumer & e-commerce·Underweight
- Morgan Stanley·2026-10-06Strategy
- Morgan Stanley·2026-10-05StrategyADYEN.ASG24.DE
- Morgan Stanley·2026-09-21Strategy3988.HK002142.SZ002371.SZ
- Morgan Stanley·2026-09-17Strategy
- Morgan Stanley·2026-09-17Strategy