Morgan Stanley-US Equity Strategy Global Exposure Guide 2024 – US-108993598

MFoundationMorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResearch.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofMorganStanleyResearch.InvestorsshouldconsiderMorganStanleyResearchasonlyasinglefactorinmakingtheirinvestmentdecision.Foranalystcertificationandotherimportantdisclosures,refertotheDisclosureSection,locatedattheendofthisreport.USEquityStrategyGlobalExposureGuide2024–USOurGlobalExposureGuideleveragesMorganStanleyanalystexpertisetobreakdownrevenueandcostexposurebyregion.Theguideallowsinvestorstoidentifywhichsectorsandindustrygroupshavethehighestexposuretoparticularareas.July2,202409:31PMGMTMFoundation2MorganStanley&Co.LLCMichelleM.Weaver,CFAEquityStrategist+1212296-5254Michelle.M.Weaver@morganstanley.comContributorsMorganStanley&Co.LLCMichaelJWilsonEquityStrategist+1212761-2532M.Wilson@morganstanley.comMorganStanley&Co.LLCAndrewBPaukerEquityStrategist+1212761-1330Andrew.Pauker@morganstanley.comMorganStanley&Co.LLCDianeDing,Ph.D.QuantitativeStrategist+1212761-6758Qian.Ding@morganstanley.comMorganStanley&Co.LLCNicholasLentini,CFAEquityStrategist+1212761-5863Nick.Lentini@morganstanley.comMFoundationMorganStanleyResearch35Introduction8GeographicRevenueExposure8SectorandIndustryGroupOverview12RevenueExposuretoEurope13RevenueExpo...