Morgan Stanley-Strategy Global Exposure Guide 2024 – Europe-108993601

MJuly2,202409:34PMGMTFoundationStrategyGlobalExposureGuide2024–EuropeOurGlobalExposureGuideisaproprietarydatabasethatquantifiestheregionalrevenueandcostexposureofEuropeancompanies.Thisproductisasimportantaseverasinvestorsnavigatetheyearofelectionsandthebroadergeopoliticaltransitiontowardsmultipolarity.MorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResearch.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofMorganStanleyResearch.InvestorsshouldconsiderMorganStanleyResearchasonlyasinglefactorinmakingtheirinvestmentdecision.Foranalystcertificationandotherimportantdisclosures,refertotheDisclosureSection,locatedattheendofthisreport.+=Analystsemployedbynon-U.S.affiliatesarenotregisteredwithFINRA,maynotbeassociatedpersonsofthememberandmaynotbesubjecttoFINRArestrictionsoncommunicationswithasubjectcompany,publicappearancesandtradingsecuritiesheldbyaresearchanalystaccount.MKeyhighlights:FoundationWhatistheGlobalExposureGuide?AproprietaryannualproductthatquantifiesthegeographicalrevenueandcostexposureofEuropeancompaniesbasedonasurveyofover70MorganStanleystockanalysts.Thisdatabasealsoformsthebasisforoursuiteof24GlobalExposurestockscreens,whichareincreasinglybeingusedbyinvestorstotrackexposuretoglobalmacroandpoliticalthemes.WhytheGlobalExposureGuid...