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2022-10-10-Morgan Stanley-Software Valuation Views 101022 Lurching Between Washed ...-98654133.pdf
2022-10-11-300144.SZ-Morgan Stanley-Songcheng Performance Development Co Ltd Cautiously Optimis...-98689474.pdf
2022-10-11-9857.HK-Morgan Stanley-Linmon Media Ltd Quality Production; Fairly Priced-98689292.pdf
2022-10-11-AFRM.OQ-Morgan Stanley-Affirm Holdings Inc Credit Update – Performance Still Bette...-98673787.pdf
2022-10-11-CVNA.N-Morgan Stanley-Carvana Co 3Q22 Preview Can CVNA Manage Cash Flow in a Fal...-98685714.pdf
2022-10-11-Morgan Stanley Fixed-Technology - Software Services 3Q22 CIO Survey – IT spend...-98669019.pdf
2022-10-11-Morgan Stanley-Internet Where Are We Trading Now Mega Caps at Trough Mult...-98686221.pdf
2022-10-11-Morgan Stanley-IT Services 3Q22 CIO Survey Macro Uncertainty Driving Dece...-98669020.pdf
2022-10-11-Morgan Stanley-Software 3Q22 CIO Survey — What Does It Mean for Software-98669058.pdf
2022-10-11-Morgan Stanley-Thematics Venture Vision Downround IPOs-98686450.pdf
2022-10-11-MSFT.OQ-Morgan Stanley-Microsoft 3Q22 CIO Survey Takeaways — Showing Defensive Pos...-98669054.pdf
2022-10-11-WMG.OQ-Morgan Stanley-Warner Music Group Corp. Beyond the Horizon – Remain OW-98673800.pdf
2022-10-12-BofA Global Research-Asia FI FX Strategy Viewpoint Thailand rates – removing t...-98690171.pdf
2022-10-12-Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-98706305.pdf
2022-10-12-Morgan Stanley-China Express 3Q22 Preview-98706231.pdf
2022-10-12-Morgan Stanley-China Online Entertainment Valuation from a FCF and Capital...-98694130.pdf
2022-10-12-SPOT.N-Morgan Stanley-Spotify Technology SA Over the Hills and Far Away – Reitera...-98693744.pdf
2022-10-12-UMG.AS-Morgan Stanley-Universal Music Group Another opportunity-98705941.pdf
2022-10-13-0388.HK-Morgan Stanley-HK Exchanges Clearing 3Q22 preview earnings to weaken fu...-98716202.pdf
2022-10-13-2330.TW-Morgan Stanley-TSMC Correction Semi inventory to start declining in 4Q22 ...-98716509.pdf
2022-10-13-300682.SZ-Morgan Stanley-Longshine Technology Group Co Ltd Powering Up the Future-98720827.pdf
2022-10-13-Morgan Stanley Fixed-Global CLOs Manager Factbook – October 2022-98719169.pdf
2022-10-13-Morgan Stanley Fixed-Global Macro Strategy Here to Stay Inflation-Linked Marke...-98721305.pdf
2022-10-13-Morgan Stanley Fixed-Hong KongChina Insurance Welfare Expansion and Insurers Al...-98721080.pdf
2022-10-13-Morgan Stanley Fixed-Quantitative Equity Research Market – Factor Chartbook-98713241.pdf
2022-10-13-Morgan Stanley Fixed-Taiwan Macro and Strategy Chartbook October 2022-98721013.pdf
2022-10-13-Morgan Stanley-CableSatellite 10th Annual US Broadband Wireless Survey ...-98714174.pdf
2022-10-13-Morgan Stanley-CableSatellite The Headwinds are Known, but Are They Price...-98712681.pdf
2022-10-13-Morgan Stanley-Investor Presentation Valuation at Trough, while the Cycle ...-98720756.pdf
2022-10-13-Morgan Stanley-Luxury goods Three key takeaways from secondary watch marke...-98719695.pdf
2022-10-13-Morgan Stanley-Storage REITs Existing Tenants and Floating Debt in Focus-98709961.pdf
2022-10-13-NFLX.OQ-Morgan Stanley-Netflix Inc Bring Us a Dream - Remain EW-98709964.pdf
2022-10-13-UBS Economics-US Economic Perspectives _September CPI recap Little sign o...-98717633.pdf
2022-10-13-UBS Equities-China Banks _China bank pulse monthly – Sept TSF beat market...-98705969.pdf
2022-10-13-UBS Equities-European Integrated Oils _3Q22 preview still close to the h...-98711168.pdf
2022-10-13-UBS Equities-Global Strategy _Anatomy of Asias 500bn$+ FX reserves drawd...-98712395.pdf
2022-10-13-UBS Equities-Global Strategy _How systemic could the BoEs decision makin...-98711433.pdf
2022-10-14-ADBE.OQ-Morgan Stanley-Adobe Systems Is Digital Media MAX-ed Out-98723938.pdf
2022-10-14-JPMorgan Econ FI-Key Currency Views Marking up dollar targets-98741458.pdf
2022-10-14-MELI.OQ-Morgan Stanley-Mercadolibre Inc. 3Q22 Preview Proving Consistency-98721903.pdf
2022-10-14-Morgan Stanley Fixed-China Healthcare China Covid-19 Tracker – October 14, 2022-98741791.pdf
2022-10-14-Morgan Stanley Fixed-Corporate Credit Strategy Credit Portfolio Trading – 3Q 202...-98741484.pdf
2022-10-14-Morgan Stanley Fixed-Global Macro Commentary October 14-98742198.pdf
2022-10-14-Morgan Stanley-European Equity Strategy Strategy Data Gallery-98734003.pdf
2022-10-14-Morgan Stanley-Global Utilities Watch Around the World – Energy demand des...-98732551.pdf
2022-10-14-Morgan Stanley-Internet Apparel eCommerce Challenged growth environment g...-98723898.pdf
2022-10-14-Morgan Stanley-Media Entertainment Cycle Time – Revisiting Whats Priced...-98723940.pdf
2022-10-14-Morgan Stanley-Media Internet Bringing It All Together – Checking In on ...-98723921.pdf
2022-10-14-Morgan Stanley-Technology - Software, IT Services FinTech 3Q22 – Preview...-98723902.pdf
2022-10-14-Morgan Stanley-The Week Ahead – Europe Earnings Previews-98735119.pdf
2022-10-14-MSFT.OQ-Morgan Stanley-Microsoft 1Q23 Preview – Can a Durable Commercial Business ...-98723928.pdf
2022-10-16-Morgan Stanley-China Transportation Infrastructure Week in Review (Issue...-98748725.pdf
2022-10-17-GRAB.OQ-Morgan Stanley-Grab Holdings Ltd Super App Trends Normalizing growth post...-98759224.pdf
2022-10-17-Morgan Stanley-Greater China Semiconductors MCU Mounting Pressure on Prof...-98767157.pdf
2022-10-17-Morgan Stanley-Greater China Semiconductors Reassess China Semi Localizati...-98767158.pdf
2022-10-17-Morgan Stanley-Health Care Medtech Services Attractive Sector – Selecti...-98766208.pdf
2022-10-17-Morgan Stanley-Healthcare MedTech Services Medtech 101s-98766201.pdf
2022-10-17-Morgan Stanley-Media Entertainment Q322 Earnings Prep-98767380.pdf
2022-10-17-NTES.OQ-Morgan Stanley-NetEase, Inc Defensive Against Weak Macro-98767333.pdf
Americas Clean Technology_ Solar_ 3Q22 Preview_ Focus on margin execution (improvement) names; reiterate Buys on ENPH, RUN, S...(1).pdf
Americas Real Estate_ 3Q22 Preview_ With sharp hit to transactions, focus shifts to cost control and capital allocation(1).pdf
Americas Real Estate_ REITs_ Residential 3Q2022 Preview_ Less about the quarter and more about the forward outlook(1).pdf
Americas Restaurants_ 3Q Preview_ Demand Resilient For Now, Survey_Macro Suggests Risks; Focus on Spending Outlook and Costs(1).pdf
Americas Technology_ Software_ Navigating turbulence_ Part IV_ Playing defense in a downturn, offense in a recovery(1).pdf
Amgen Inc. (AMGN)_ Biosimilars portfolio is well-positioned(1).pdf
Anglo American Plc (AAL.L)_ Sector-leading copper supply growth; reiterate Buy(1).pdf
Asia Biosimilars_ Sep Market Share_ Biosimilar share uptake seems to be plateauing .pdf
Asia Credit Trader_ Find Carry In Short End Korea AA(1).pdf
Asia Online Games_ Re-assessing earnings among regional game companies; 3Q22 preview and top ideas across APAC(1).pdf
Asia-Pacific Portfolio Strategy_ Finding value in the discount section_ opportunities among Korea's holding companies (1).pdf
ASML Holding (ASML.AS)_ 3Q22 First Take_ Strong quarter and record orders, with limited impact of China restrictions; Reitera...(1).pdf
Baidu.com Inc. (BIDU)_ 3Q22 preview_ Ads and cloud at moderated recovery, margin steady; Buy(1).pdf
Barclays_Global_Portfolio_Managers_Digest_European_lens.pdf
Bear Repair_ Equity Strategy in 10 charts + [PRESENTATION].pdf
Bloomage Biotechnology Corp. (688363.SS)_ Top-quartile share gainer in China's functional skincare market with ingredient foc...(1).pdf
BofA Global Research-Credit Market Strategist What’s cheap-98742062.pdf
BofA Global Research-European Equity Strategy Will China’s growth rebound.pdf
BofA Global Research-Market Analysis Comment Cyclical bear growls at the 200-wee...-98742080.pdf
BofA Global Research-US Rates Viewpoint Asset Allocation Duration Demand in ‘2...-98716512.pdf
BofA Taiwan Semiconductor Manufacturing - Higher uncertainties reflected by capex cut; 3Q GPM ahead; L-T guidance intact.pdf
Charter Communications Inc. (CHTR)_ Cross Asset Analysis_ Digging into CHTR's Capital Structure and Buyback Sensitivity(1).pdf
China Basic Materials Monitor_ October 2022_ Decelerating momentum(1).pdf
China Consumer Durables_ Appliance Tracker_ Sep 2022_ Close up of Air Conditioning sector post summer peak season(1).pdf
China Financial Services_ Property Risk Monitor III_ A multi-year loss digestion cycle(1).pdf
China Frozen Foods_ Initiate sector_ Riding on foodservice industrialization; Low pricing power to favor leaders; Buy Anjoy(1).pdf
China Real Estate_ Week 41 Wrap - Property sales rebounded wow in both primary and secondary from holiday low-base(1).pdf
China Software _ 3Q22 Preview_ Buy Yonyou, Kingdee, and Weimob(1).pdf
Chipotle Mexican Grill Inc. (CMG)_ 3Q Preview_ Guajillo Steak Analysis & Pricing Study Suggest Tough Compare But Pricing Power(1).pdf
Commodity Insights_ Timing the supercycle(1).pdf
Currency Carry A conclusive comeback in 2022.pdf
Deutsche Bank-Asia Thematic Analysis Asias weaknesses - and its strength.pdf
EM in Focus_ The IMF’s Fiscal Monitor Update — Dealing with the Cost-of-Living Crisis Under Reduced Policy Space(1).pdf
Energy, Utilities & Mining Pulse_ Investors Asking_ Thoughts on Valuation(1).pdf
Environmental Services_ Landfill gas entering the mainstream_ five takeaways from BP's announced acquisition(1).pdf
Equifax Inc. (EFX)_ Strength in non-mortgage EWS and USIS insufficient to offset mortgage headwinds; Maintain Neutral(1).pdf
Euro Area Inflation Monitor — October 2022(1).pdf
European Economics Analyst_ Germany – The Weakness That is Still to Come (Schnittker)(1).pdf
GC Tech_ Re-assessing TAMs in China and shifting investment focus. 7 downgrades _ 6 upgrades(1).pdf
Generac Holdings (GNRC)_ Reducing estimates amid earlier stand-by production cut(1).pdf
Global Automobiles_ Autonomous Vehicles_ The Road Ahead_ New profit pool emerging(1).pdf
Global Credit Trader_ An even stronger case for banks in the USD market(1).pdf
Global Credit Trader_ Ignore the noise(1).pdf
Global Markets Analyst_ When the Dollar Peaks (Trivedi_Bhushan)(1).pdf
Global Rates Trader_ Inflation, Fiscal, QT... from Europe(1).pdf
Global Technology_ Semiconductors_ Is CHIPS Act enough to re-shape global supply chain_ - Assessing cost differences between ...(1).pdf
GOAL Kickstart_ China commotion_ China-exposed assets lag 'Global Growth' into the 20th National Congress(1).pdf
GOAL_ Global Opportunity Asset Locator_ Looking for peaks to trough - remain tactically defensive until momentum turns(1).pdf
Greater China Technology_ ABF industry update_ Export controls remain an overhang despite solid content upgrade trend (1).pdf
GS SUSTAIN_ How Australian stocks fit into key Sustainability themes(1).pdf
GS SUSTAIN_ SFDR updates - latest flows, guidance, views, and a framework for Sustainable Investments(1).pdf
Healthcare Pulse_ Daunting ... _ Investor sentiment; market color; sector themes; charts to watch(1).pdf
India Consumer Discretionary_ High growth potential but rising competition; initiate on Titan at Buy, Avenue and Pidilite wit...(1).pdf
InnoCare Pharma (9969.HK)_ Ample cash runway and smooth commercial execution to unlock value; initiating on A-share at Buy(1).pdf
Japan Retail_ The Inflation Equation Part III_ Into 2023_ Lessons from the US and inbound recovery as price pressures build; ...(1).pdf
Jefferies-JEF Supermarket Inflation Index Inflation Continues to Buil....pdf
JPMorgan Econ FI-Commodity Market Positioning Flows Price losses in crude....pdf
JPMorgan Econ FI-EM Asia Local Markets Compass Holding the defensive crouch-.pdf
JPMorgan Econ FI-GDW Asia 17 Oct 22 China 3Q GDP and September data show d...-98754317.pdf
JPMorgan Econ FI-Global Commodities – US Natural Gas The tail risk uncertai...pdf
JPMorgan-China Property No change in policy direction sales stayi.pdf
JPMorgan-Equity Strategy Earnings outlook, margins and past downtur...-.pdf
KE Holdings (BEKE)_ 3Q22 an inflection quarter to kick off revenue_profit growth ahead; addressing investor questions post re...(1).pdf
Kuaishou Technology (1024.HK)_ 3Q22E Preview_ Slower ads recovery into year end, yet domestic operation likely to remain brea...(1).pdf
Kweichow Moutai (600519.SS)_ 3Q22 Results in line; Strong growth in customer advance; Reiterate Buy (on CL)(1).pdf
Latin America Economics Analyst_ Argentina_ A Deepening Crisis and a Soft IMF Program (1).pdf
Latin America Healthcare_ Swapping calls in the pharma segment; upgrade HYPE to Buy; downgrade BLAU to Neutral(1).pdf
Metals Watch_ From risk-off to relative value(1).pdf
Morgan Stanley Fixed-China Economics Macro Webcast Party Congress Sticks to Eco...pdf
Morgan Stanley Fixed-China Economics Macro Webcast Signposting The Way Out How....pdf
Morgan Stanley Fixed-Cross-Asset Playbook Income and Sequencing.pdf
Morgan Stanley Fixed-ECB Framework Review Making TLTROs Less Attractive-.pdf
Morgan Stanley Fixed-European Credit Strategy What We’re Watching-98763566.pdf
Morgan Stanley Fixed-Global EM Strategist Searching for the Peak-.pdf
Morgan Stanley Fixed-Global Macro Commentary October 14.pdf
Morgan Stanley Fixed-Global Macro Commentary October 17-.pdf
Morgan Stanley Fixed-Global Macro Data US Liquid Rates Tracker.pdf
Morgan Stanley Fixed-Global Macro Strategy Here to Stay Inflation-Linked Marke...-98721305.pdf
Morgan Stanley Fixed-Global Macro Strategy Inflation-Linked Market Strategy Sig...pdf
Morgan Stanley Fixed-Global Macro Strategy The 31 Trillion Dollar Distraction.pdf
Morgan Stanley Fixed-Morgan Stanley FX Positioning Tracker-.pdf
Morgan Stanley Fixed-Morgan Stanley Global Macro Forum Will Excessive Inventorie....pdf
Morgan Stanley Fixed-REIT Webcast What Worked, What Didnt Where To from Here-98582898.pdf
Morgan Stanley Fixed-US Housing US Housing Tracker Price Deceleration Continues-.pdf
Morgan Stanley-Asia EM Equity Strategy Client Feedback on Our Recent Upgra...-.pdf
Morgan Stanley-China Consumer Raw Materials Price Chartbook October 2022-.pdf
Morgan Stanley-China Consumer Raw Materials Price Chartbook October 2022-98754355.pdf
Morgan Stanley-China Equity Strategy A-share Sentiment Pickup Post Nationa...-.pdf
Morgan Stanley-Hong Kong Singapore Financials Undervalued HK Returns Off...pdf
Morgan Stanley-Investor Presentation TMT Webcast How Will US-China Chip E...-98767331.pdf
Morgan Stanley-The Fintech Radar Temenos warns-98754527.pdf
MS_GlobalMacroStrategist Global The End Is Near.pdf
Navigating China Internet_ Top 400 app tracker_ SFV engagement picks up further in Sep & early Oct; softness in local service...(1).pdf
Oilfield Services 3Q22 Preview – Growing confidence in pivot to Int’l even with OPEC+ cuts_.pdf
Oil_ US energy policy responses pose limited downside from current price levels(1).pdf
Packaging & Paper_Forest Products Spooky 3Q, trim ests. AMCR, SON, SLVM at Buy; D_g AVY (Neutral), BCC & GEF (U_P)_20221013.pdf
Rates Vol Monitor_ What could lower rate volatility_(1).pdf
Sands China (1928.HK)_ 3Q22 results above expectation on cost controls. Attractive on wide valuation gap with peers. Buy (on CL)(1).pdf
Strategy Matters_ Small Caps, Big Problems (1).pdf
Tencent Holdings (0700.HK)_ 3Q22 Preview_ cutting gaming and ads growth, yet expect inflection in 4Q; favorable risk-reward; Buy(1).pdf
The 720_ 20th Party Congress, Greater China Tech - Reassessing TAMs, Global Autos, Moutai, Baidu, Capitaland(1).pdf
The 720_ China Financials - Property Impact, Asia Games & Tencent Preview, Global Semis (CHIPS Act), BYD, Anta, Proya(1).pdf
The EM Trader_ Sticking with defensive regions in EM equities(1).pdf
The Flow Show The Bear Hug-221013.pdf
UBS-20th party congress.pdf
UBS-crude oil-still positive despite uncertainty.pdf
UBS-Top 10 questions on the 2022 US midterm elections.pdf
UK Further hints of a government shift.pdf
UK Inflation Monitor — October 2022(1).pdf
United Kingdom Banks_ Mortgage Monitor_ Sharp increase in headline mortgage rates puts focus on affordability(1).pdf
US And yet another upside surprise for the CPI.pdf
US Consumer Dashboard_ October 2022_ Fewer Job Openings, Less Excess Savings, and Still Soft Spending (Briggs)(1).pdf
US Sector Views_ Updating our US sector recommendations(1).pdf
US Watch-september inflation.pdf
Weibo Corp. (WB)_ 3Q22 Preview_ Expect cFX ad revenue -19% yoy, despite content investments driving consistent time spent sha...(1).pdf
YTO Express Group (600233.SS)_ First Take_ 3Q earnings beat; Continued efforts in digitalization; Buy(1).pdf
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