MORGANSTANLEYRESEARCHFebruary12,202401:27PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthFebruary12,2024AmericaaInterestRateStrategyAmericaPosi...
MORGANSTANLEYRESEARCHJanuary23,202411:31AMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthJanuary23,2024AmericaaInterestRateStrategyAmericaPositi...
JPMORGANGlobalMarketsStrategy07May2024JapanEquityStrategyJapaneseequitiesfollowingFOMC:OngoingannouncementofinitiativestoboostRoEwithresultsreportsTheBoJtooknoactiontocounteryenweaknessatitsAprilme...
MFebruary16,202404:20PMGMTUpdateIndiaEquityStrategyAsiaPacificMorganStanleyIndiaCompanyPrivateLimited++91226118-2222+91226118-22243FQ24Earnings–FinalCut:RidhamDesai+91226118-1008AnotherGoodQuarter...
MApril30,202409:00PMGMTUpdateChinaEquityStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-6853+656834-81724Q23EarningsFinalCut–LauraWangBiggestMissSince2018+8523963-4186EquityStrategistChinesee...
MMarch25,202405:00AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:LongStrategist+44207425-3518USDPositioningCreepsHigherZoe.Strauss@...
MMarch4,202405:25AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:LongStrategist+44207425-3518EUR/CHFPositioningReachesZoe.Strauss@mo...
MMarch4,202412:58PMGMTMorganStanleyAsiaLimited+IdeaEMStrategyAsiaPacificMinDai+8522239-7983+8523963-0303AsiaMacroStrategy:StayLongStrategistCarryMin.Dai@morganstanley.comTherearegoodreasonstobuyUSD...
MMarch19,202403:18PMGMTMorganStanleyMUFGSecuritiesCo.,Ltd.+IdeaBoJWatch&Macro/EquityStrategyJapanTakeshiYamaguchi+8136836-5404+8136836-5407Farewell,NIRPandYCCasChiefJapanEconomist+8136836-8428Expec...
JPMORGANGlobalMarketsStrategy18February2024SingaporeEquityStrategy2024Budget–TacklingimmediatechallengesandnavigatingthenextwaveTheSingaporegovernmentunveiledthe2024budgetonFebruary16,keyEquityMac...
MApril29,202409:00PMGMTIdeaChinaEquityStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-6853+656834-81721Q24Pre-announcements:LauraWangSimilarPatternto1Q/3Qwith+8523963-4186LimitedIndicativePowe...
MFebruary26,202407:49AMGMTUpdateAsiaQuantitativeStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-7102+8522848-8845ADRsFlowsMaster–GilbertWong,CFAInstitutionalOwnership&ShortInterestQuantitativ...
MMarch20,202412:00AMGMTUpdateAsiaQuantitativeStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-8845+8522848-7102PositionsofActiveLong-OnlyJasonNg,CFAAsia/EMManagersQuantitativeStrategistWepublis...
MApril17,202412:00AMGMTUpdateAsiaQuantitativeStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-8845+8522848-7102PositionsofActiveLong-OnlyJasonNg,CFAManagersinAsia/EMQuantitativeStrategistWepubl...
MMarch6,202409:35AMGMTGlobalIdeaG10FXStrategyMorganStanley&Co.Internationalplc++44207425-3518+44207425-6841ChasetheGrowthRabbitDavidS.Adams,CFA+1212761-5287USD'sfrustratingstabilityisexplainedbythe...
JPMORGANGlobalQuantitative&DerivativesStrategy28April2024AsiaPacificTacticalDerivativesGlobalQuantitativeandDerivativesStrategyStrategyXipuHanACOptionstradesonTencent(700HK),Xiaomi(1810HK)andAlibab...
April22,202411:34AMGMTRESEARCHDATAEuropeanABSChartbookMORGANSTANLEYRESEARCHEuropeHighlightsoftheweekMorganStanley&Co.Internationalplc+•Abusyanddiverseweeksaw€1.4blnpriceinprimary.Pricingat+95bpwa...
J.P.MorganEquityStrategyGlobalEquityResearchGlobalEquityResearchMislavMatejka(44-20)7134-9741,mislav.matejka@jpmorgan.com18March202418March2024PedroMartinsJunior(55-11)4950-4121,pedro.x.martins@jpm...
MJanuary18,202409:00PMGMTUpdateChinaEquityStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-6853A-ShareSentimentRemainedLauraWangFlatasDeflationPersistsEquityStrategistSentimentshowsnosignsofimp...
MApril11,202409:00PMGMTUpdateChinaEquityStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-6853+8522848-7293A-ShareSentimentDroppedLauraWangFurtherwithLowerVolumeEquityStrategistSentimentfellonlo...