M IdeaEnergy | Europe2024 Outlook: Two to Own; Three to Avoid; Sector back to 'In-Line'Morgan Stanley & Co. International plc+Martijn Rats, CFAEquity Analyst and Commodities Strategist Martijn.Rats@morganstanley.com +44 20 7425-6618 Sasikanth Chilukuru, CFAEquity Analyst Sasikanth.Chilukur...

时间:2025-05-14 13:00栏目:电力

ab3 January 2024Global Research and Evidence LabChina PropertyAPAC Focus: How to end the deleveraging cycleChina's property market has been stuck in a negative feedback loop despite multiple policy-easing measures. However we view the recently announced urban village renovations and social hous...

时间:2025-05-14 12:59栏目:电力

M Global IdeaG10 FX StrategyMoving to Neutral on the USDMorgan Stanley & Co. International plc+David S. Adams, CFAStrategist David.S.Adams@morganstanley.com +44 20 7425-3518 Wanting LowStrategist Wanting.Low@morganstanley.com +44 20 7425-6841 Morgan Stanley & Co. LLCAndrew M WatrousStrategist Andrew...

时间:2025-05-14 13:01栏目:电力

ab4 January 2024Global Research and Evidence LabChina Internet Sector2024 outlook: From macro to micro callsLooking for visible micro drivers after a choppy 2023Into 2024, we continue to seek bottom-up drivers as silver linings amid uncertain macro conditions (see our full report [link]). After a br...

时间:2025-05-14 12:59栏目:电力

9 January 2024Deutsche BankResearch Asia Economics Asia Week Ahead Date Weeks aheadChina inflation is likely to rebound slightly in December, with CPI forecast to be -0.4% yoy and PPI to be -2.5%, which is in line with the improvement in price PMIs. M2 is expected to stay largely unchanged at 10.1% ...

时间:2025-05-15 17:06栏目:电力

ab9 January 2024Global Research and Evidence LabGlobal StrategyWhat happens to EM when the Fed starts easing?History may not repeat, but it often rhymesSentiment towards EM has improved rapidly since November amid growing expectations of an impending Fed easing cycle. In this note we look back at th...

时间:2025-05-15 17:03栏目:电力

M UpdateIndia Equity Strategy | Asia PacificEvents to Watch: 1Q24 – Sweet Conditions Morgan Stanley India Company Private Limited+Ridham DesaiEquity Strategist Ridham.Desai@morganstanley.com +91 22 6118-2222 Sheela RathiEquity Analyst Sheela.Rathi@morganstanley.com +91 22 6118-2224 Nayant ParekhEq...

时间:2025-05-14 11:53栏目:电力

ab9 January 2024Global Research and Evidence LabGlobal StrategyWhat is the optimal positioning to maximize income in 2024?Details on the methodology/model are in our report - What is the optimal way to add income to Multi-Asset portfolios amidst heightened uncertainty?We expect more range-bound spre...

时间:2025-05-15 17:03栏目:电力

abc5 January 2024Global Research and Evidence LabChina Equity StrategyAll you need to know about the 'national team'What is the 'national team'?In Oct 2023, Central Huijin Investment Ltd., (Central Huijin) announced that it would increase its stake in the Big-4 SOE banks. In addi...

时间:2025-05-14 12:59栏目:电力