MMarch8,202407:02PMGMTGlobalIdeaGlobalCreditStrategyMorganStanley&Co.LLC+1212761-8041+1212761-3117SurveySays…VishwasPatkar+1212761-0165+1212761-1199Wepresentourkeyfindingsandtakeawaysacrossregions...
MFebruary8,202409:00PMGMTUpdateChinaEquityStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-6853+8523963-4186A-ShareSentimentJumpedLauraWangAmidPositivePoliciesEquityStrategistInvestorsentimenti...
MDecember28,202302:23PMGMTUpdateChinaQuantitativeStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-7102+8522848-8845ChineseADRs–ShortInterestGilbertWong,CFA+8522848-6853andUSOwnershipQuantitati...
MApril25,202401:50PMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthEllenZentner+1212296-4882America+1212761-1445ChiefUSEconomist+1212761-2647FOMCPreview:PreachingEllen.Zentner@morga...
GlobalMarketsStrategy14March2024ThismaterialisneitherintendedtobedistributedtoMainlandChinainvestorsnortoprovidesecuritiesinvestmentconsultancyserviceswithintheterritoryofMainlandChina.Thismaterial...
MFebruary7,202409:00PMGMTIdeaChinaEquityStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-6853+8523963-41864Q23Pre-Announcements:LauraWang+8522848-7293MajorDeteriorationEquityStrategist+656834-8...
MMarch1,202408:17AMGMTUpdateIndiaEquityStrategyAsiaPacificMorganStanleyIndiaCompanyPrivateLimited++91226118-2222+91226118-2224February2024Retrospective–RidhamDesai+91226118-1008FebruaryFarragoEqui...
JPMORGANGlobalMarketsStrategy09February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With65%ofS&P500companieshavingreported,73%arebeatingEquityMacroStrategy4Qnetincomeexpectations(vs.71%avg.la...
JPMORGANGlobalMarketsStrategy26February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With88%ofS&P500companieshavingreported,71%arebeatingEquityMacroStrategy4Qearnings(in-linevs.avg.last4Qs,see...
JPMORGANGlobalMarketsStrategy20February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With78%ofS&P500companieshavingreported,73%arebeatingEquityMacroStrategy4Qearnings(vs.71%avg.last4Qs,seeFigu...
JPMORGANGlobalMarketsStrategy14February2024JapanEquityStrategyTSEreforms:SecondchapterofcorporategovernancereformsTSE-ledcorporategovernancereformeffortscontinuetogainmomentum.OnFeb1,EquityStrategy...
JPMORGANGlobalMarketsStrategy05February2024USEquityStrategy4Q23EarningsUpdateBeats/Misses.With45%ofS&P500companieshavingreported,71%arebeatingEquityMacroStrategy4Qearnings(vs.71%avg.last4Qs,seeFigu...
MFebruary7,202401:30PMGMTUpdateSingaporeEquityStrategyAsiaPacificMorganStanleyAsia(Singapore)Pte.++656834-6345+656834-6512FundFlowsandFundamentals:WilsonWNg,CFA+656834-6295January2024EquityAnalystS...
JPMORGANGlobalMarketsStrategy21February2024IndiaEquityStrategy3QFY24EarningsDissector:UpgradeHospitals/DowngradeStaplesNifty50’sex-financialsrevenue/PATcameinat+5%/15%YoY,andEBITDAEquityMacroResea...
MorganStanleyResearchGlobalApril10,202409:12AMGMTMorganStanleyGlobalCreditWebcast–AprilApril10,2024VishwasPatkar–HeadofUSCreditStrategyStrategistMorganStanleydoesandseekstodobusinesswithcompanies...
February23,202403:36PMGMTMORGANSTANLEYRESEARCHEUROPEANEQUITYStrategyEuropeEuropeanEquityStrategyMorganStanley&Co.Internationalplc+StrategyDataGalleryEuropeanEquityStrategyArthurTytherEQUITYSTRATEGI...
JPMORGANGlobalMarketsStrategy19March2024IndiaEquityStrategySmallandMidCaps-FrothorNot?NiftyMidcap100andNiftySmallcap100loggedtheirlastintradayall-timehighsEquityMacroResearchof49,780and16,691,respe...
MFebruary5,202410:00AMGMTFoundationIndiaEquityStrategyPlaybookAsiaPacificMorganStanleyIndiaCompanyPrivateLimited++91226118-2222+91226118-2224CantheMarketGointoBubbleRidhamDesai+91226118-1008Territo...
MORGANSTANLEYRESEARCHJanuary16,202401:52PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthInterestRateStrategyAmericaPositionsandFlowsReportaAmer...
MJanuary9,202409:00PMGMTMorganStanley&Co.LLCIdeaUSCreditStrategyNorthAmericaVishwasPatkar+1212761-8041+1212761-0165PickingOurSpotsStrategist+1212761-1199Vishwas.Patkar@morganstanley.com+1212761-311...
