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2U Inc. (TWOU)_ NDR emphasizes focus on EBITDA and FCF growth, with upside to EBITDA target in 2023(1).pdf
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Age of Automation_ Japan Machinery_ 4Q Investment views_ Strong tailwind from high-end capex in US & China; add Fanuc to CL.pdf
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Americas Beverages_ _Beverage Bytes_ Beer Distr Survey - Strong Labor Day trends as out-of-stocks ease; Buy STZ & MNST, Sell SAM(1).pdf
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Americas Energy_ Oil - Refining_ Outages and tight inventories supportive of PADD 5 margins; PBF most positively exposed(1).pdf
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Americas Multi-Industry_ Investor topic #2_ Constructive HVAC though IRA benefit modest; Buy OEMs (CARR, JCI) and suppliers (...(1).pdf
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Americas Real Estate_ Private Real Estate Conference 2022_ Key themes to watch(1).pdf
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AMZN.OQ-Morgan Stanley-Amazon.com Inc The Fulfillment Network Built Through 24 a..pdf
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Apellis Pharmaceuticals (APLS)_ Eyecelerator Panel Highlights The Importance of Slope of GA Lesion Reduction; Maintain Buy, $...(1).pdf
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Are We There Yet - Ten Signposts for the Trough.pdf
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Around the world in 80 charts_ What the global transport markets say(1).pdf
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Asia Credit Trader_ European Investors Underweight Asia and Why China IG Is Well Supported(1).pdf
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Asia Economics Analyst_ Shifting Tech Supply Chains in Asia—Tracing Macro Evidence(1).pdf
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Australia Banks_ Product profitability suggests consensus NIM forecasts remain conservative given higher rates; prefer WBC(1).pdf
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Barclays_Equity Strategy – Who Owns What The beginning of the end_20220928.pdf
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Barclays_Global_Portfolio_Managers_Digest_Chaos_theory.pdf
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Barclays_Investment Sciences E-commerce Survivorship_20220923.pdf
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BNP Paribas MarFATM Macro.pdf
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BNPP FX Positioning Analysis_ EUR shorts unwind.pdf
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China Condiments_ 2023 Outlook_ Re-examining three key cycles suggests improvement ahead; Upgrading four stocks(1).pdf
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China Economic Activity and Policy Tracker_ September 23(1).pdf
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China Healthcare_ Increasing policy visibility could be a silver lining in 2H22 and 2023; 2 rating changes, initiating WuXiAp...(1).pdf
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China Insurance_ Profit growth to recover in 2H despite equity market volatilities; Buy Ping An H_A and China Life H(1).pdf
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China Outlook.pdf
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China Software Day_ Launch preview_ 2H22-2023 outlook and competition dynamics; auto, design, IT services and cloud software (1).pdf
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China Software_ Product Tracker in September_ Product upgrade as focus_ Smart driving & cockpit, CAD_BIM, data security, Clou...(1).pdf
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CIO Strategy Bulletin A Fed Too Far_ Positioning Portfolios for What’s Ahead.pdf
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CITIC Ltd. (0267.HK)_ Revising forecasts. Earnings risk from property downcycle and commodity price volatility persists. Sell(1).pdf
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Commodity Watch_ Dollar dominance(1).pdf
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CRM.N-Morgan Stanley-Salesforce.com Investor Day 2022 – A Commitment to 25+ EBI....pdf
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Digital EUR prototyping on.pdf
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Dynavax Technologies (DVAX)_ Management Meeting Highlights Vaccine Products and Pipeline; Maintain Buy; $24 Price Target.pdf
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ELF.N-Morgan Stanley-elf Beauty Reiterate OW Raising EstimatesPrice Target as.pdf
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EM in Focus_ EM vs. DM - A Mixed Bag but More Downside(1).pdf
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EM Strategy_ Credit report.pdf
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Energy, Utilities & Mining Pulse_ Investors Asking_ Where Is Consensus at Risk_ (1).pdf
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Equity_Index_Technic_.pdf
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Europe Retail_ Retail Matters_ Weak Aug, better Sept; lowering Adidas, Puma GM% on strong US$; Adidas down to Neutral(1).pdf
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Europe's Digital Economy_ Venture Capital_ Sharp contraction in activity during 1H22(1).pdf
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European Chemicals_ Deindustrialisation of Europe could be a €1.6 trillion tail risk (1).pdf
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European Economics Analyst_ More Strength in Underlying Euro Area Inflation (Stott_Stehn)(1).pdf
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European Views_ More Hikes into Recession (Stehn)(1).pdf
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Flows___Liquidity.pdf
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FOMC Reaction- No Painless Path To Success.pdf
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Global Automobiles July_Aug 22 SAAR_ positive China vs negative EU & US; outlook mixed_.pdf
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Global Economics Comment_ European Energy Crisis Dashboard_ Growing Evidence for Industrial Shutdowns (Kodnani_Struyven)(1).pdf
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Global Macro Thoughts.pdf
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Global Rates Markets.pdf
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Global Rates Trader_ Gilt on the edge(1).pdf
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Global Strategy Paper_ Balanced Bear Despair - Part 4_ Strategies to trim the tails when 60_40 fails(1).pdf
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GLOBAL SUPPLY CHAIN DISRUPTION TRACKER.pdf
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GOAL Kickstart_ From TINA to TARA - tactically more defensive post deeper bond sell-off(1).pdf
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Gongniu Group (603195.SS)_ Strong business model with new growth drivers emerging; Initiate at Neutral on valuation(1).pdf
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GPN.N-Morgan Stanley-Payments and Processing VC Funding and the Impact on Fintec..pdf
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Greater China Technology_ ABF industry update_ Analyzing Intel vs. non-Intel supply demand outlook; Buy Unimicron_NYPCB_Kinsus(1).pdf
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GS SUSTAIN_ Investing in the Sustainable Development Goals_ Social Capital_ How business can drive impact through affordability (1).pdf
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Healthcare Pulse_ Falling Forward ... __ Investor sentiment; market color; sector themes; charts to watch(1).pdf
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Hong Kong_ International border reopening. Review of sector exposure. Prefer Swire Pacific_Swire Prop in initial stage(1).pdf
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How Worried Should We Be About Shadow Banking.pdf
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HTC Corp. (2498.TW)_ VR ecosystem; investments in education, museum, medical, social networking, platform software; Neutral(1).pdf
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Japan Real Estate_ Preference for re-opening opportunity and avoiding rate hike risk; 7 rating changes, 2 stocks onto CL(1).pdf
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JPM first to market.pdf
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JPM-US Equity strategy.pdf
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JPMorgan Econ FI-Global Fixed Income Technical Update Policy moves keep bon..pdf
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JPM_Global_Data_Watch.pdf
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Kuaishou Technology (1024.HK)_ Addressing key investors' debates post initiation; Buy(1).pdf
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Latin America Energy_ Oil_ Petrobras' sensitivities, elections, governance and more; Remain Buy but acknowledge risks(1).pdf
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Latin America Technology_ IT Services_ The Landscape for Digital Native IT Service Companies(1).pdf
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Latin America_ The State of the Consumer in Charts - September 2022 update(1).pdf
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Leveraged Finance Brief_ Higher rates, slower growth_ The read-through in HY(1).pdf
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Morgan Stanley-Asia Primer 亚洲初探 中国公募基金：潮水退去后-.pdf
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Morgan Stanley-Autos Shared Mobility European Automotive Sector Do high..pdf
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Morgan Stanley-Greater China Travel Framing the Reopening Debate-98417905.pdf
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Morgan Stanley-Hotels Q3 Expectations Look Well Underpinned, But Catalysts...pdf
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Morgan Stanley-Insurance - LifeAnnuity What Were Hearing From Life Inves...pdf
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Morgan Stanley-Luxury Goods The case for ultra-premiumisation of luxury ..pdf
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MSFT.OQ-Morgan Stanley-Microsoft Dividend Increases 10, Highlighting Attractive T..pdf
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MSFT.OQ-Morgan Stanley-Microsoft Redmond Recap – Campus Visit Increases Our Confid....pdf
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NKE.N-Morgan Stanley-Nike Inc. 1Q23 Earnings Preview Unlikely to Move the Needl..pdf
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Oil_ Demand concerns mask unresolved underinvestment(1).pdf
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Retail Trade Ideas for the Remainder of 2022.pdf
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Samsung Electronics (005930.KS)_ Through diversified earnings structure, significant profit downside protected even during me...(1).pdf
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Shanghai Jinjiang Int'l Hotels (600754.SS)_ Investor Day Takeaways_ Focus on profitability as with H World. Cautious on soft ...(1).pdf
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SHOP.N-Morgan Stanley-Shopify Inc Can Shopify Make Money in Fulfillment Assessin..pdf
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SK Hynix Inc. (000660.KS)_ Global memory S_D update; expect lower memory pricing_bits, but view on pricing moderation and inv...(1).pdf
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Strategy Matters_ Further down to go(1).pdf
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Technicals meet Fundamentals Post Inflation Reduction Act, The Technicals Still Shine Bright.pdf
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Terns Pharmaceuticals (TERN)_ Framing the opportunity for TERN-701 in CML; PT to $9(1).pdf
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The 720_ Global Cross-Asset Strategy, Orion Upgrade, ABF Sector, China Spirits, Organo_Kurita Water, Nickel(1).pdf
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The 720_ TSMC, China Healthcare, China Tech, Gongniu Initiation, Renesas, Godrej Consumer, UK Macro(1).pdf
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The Flow Show- The Bond Crash Of 2022.pdf
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The steel market barometer_ September 2022 [presentation].pdf
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The_J_P__Morgan_View.pdf
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TotalEnergies SE (TTEF.PA)_ Strategy & Outlook Day 2022_ More cash returns to shareholders and low carbon growth(1).pdf
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TSLA.OQ-Morgan Stanley-Tesla Inc Tesla and the IRA Birth of an American Green-Sho..pdf
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TSMC (2330.TW)_ 3Q22 Earnings Preview_ Back to normal seasonality; lowering our expectation for 1Q23; reiterate Buy (on CL) (1).pdf
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UBS Economics-China Economic Perspectives _China by the Numbers (September.pdf
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UBS Equities-China Heavy-Duty Truck Sector _Sept dealer-check takeaways ...pdf
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US Economics Analyst_ Services Inflation_ How Hot in 2023_ (Hill)(1).pdf
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US Equity Views_ Higher rates, lower valuation_ Reducing S&P 500 year-end 2022 target to 3600 and exploring scenarios for 2023(1).pdf
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US Equity Views_ What matters for IPOs_ 2022 Update(1).pdf
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US Hospital Utilization Tracker_ Inaugural US Hospital Utilization Tracker; 3Q Trending Slightly Soft (1).pdf
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US Market Intelligence.pdf
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Where the indicators stand Oversold but challenges remain.pdf
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Will China’s 20th Party Congress be a game change.pdf
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XPeng Inc (XPEV.N).pdf
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