-
-
2022-11-07-AAPL.OQ-Morgan Stanley-Apple, Inc. iPhone Production Limited By COVID Restrictions...-99115962.pdf
-
2022-11-07-ASML.AS-Morgan Stanley-ASML Holding NV The Critical Element-99115300.pdf
-
2022-11-07-Morgan Stanley Fixed-China Economics Macro Webcast Green Shoots Emerging-99105530.pdf
-
2022-11-07-Morgan Stanley Fixed-Global Macro Commentary November 7-99117743.pdf
-
2022-11-07-Morgan Stanley Fixed-Morgan Stanley Global Macro Forum US Elections Overlooked ...-99112003.pdf
-
2022-11-07-Morgan Stanley-China Cybersecurity What has changed What has not-99114739.pdf
-
2022-11-07-Morgan Stanley-Technology – Telecoms Equipment 5G cycle is peaking-99115304.pdf
-
2022-11-08-2330.TW-Morgan Stanley-TSMC Reducing 2023 capex burden; keep OW-99132088.pdf
-
2022-11-08-300015.SZ-Morgan Stanley-Aier Eye Hospital Group Risk Reward Update-99125582.pdf
-
2022-11-08-Deutsche Bank-Asia Macro Strategy Notes China Offshore positioning will ...-99124022.pdf
-
2022-11-08-JPMorgan Econ FI-The Long-term Strategist Where are we in Regime Change Ma...-99129371.pdf
-
2022-11-08-JPMorgan-Global Equity Index Futures Roll Chartbook October 2022-99131461 (1).pdf
-
2022-11-08-JPMorgan-Global Equity Index Futures Roll Chartbook October 2022-99131461.pdf
-
2022-11-08-Morgan Stanley Fixed-Global Macro Commentary November 8-99133174.pdf
-
2022-11-08-Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-99128326.pdf
-
2022-11-08-Morgan Stanley-Asia EM Equity Strategy APxJEM 3Q22 Earnings – First Cut ...-99122822.pdf
-
2022-11-08-Morgan Stanley-China Equity Strategy Global MNCs China Sentiment Index (3Q...-99132087.pdf
-
2022-11-08-Morgan Stanley-China Online Entertainment Cheap for Structural Reasons-99126466.pdf
-
2022-11-08-Morgan Stanley-Internet Where Are We Trading Now As We Enter Final Inning...-99129948.pdf
-
2022-11-08-Morgan Stanley-Tech Bytes MLCC – Bottoming-99132089.pdf
-
2022-11-08-TTWO.OQ-Morgan Stanley-Take-Two Interactive Software Feeling the Zynga Sting, But ...-99119691.pdf
-
2022-11-09-Deutsche Bank-US Treasury Ten-Year Note Auction Packet Statistics and cha...-99144087.pdf
-
2022-11-09-JPMorgan Econ FI-Asia Credit Analytics For the month ending October 31-99139132.pdf
-
2022-11-09-JPMorgan Econ FI-China October CPI and PPI eased further; disinflation will...-99135803.pdf
-
2022-11-09-JPMorgan Econ FI-EM outlook presentation November 2022 The resilient and t...-99143902.pdf
-
2022-11-09-Morgan Stanley Fixed-China Econ Equity Strategy Macro Webcast Chinas Capital...-99149060.pdf
-
2022-11-09-Morgan Stanley Fixed-Global Technology and Telecom 2022 AlphaWise Smartphone Sur...-99150169.pdf
-
2022-11-09-ZM.OQ-Morgan Stanley-Zoom Video Communications Inc Zoomtopia Wrap-Up Platform C...-99133645.pdf
-
2022-11-10-ADSGn.DE-Morgan Stanley-Adidas Updating estimates post results and Yeezy terminatio...-99166471.pdf
-
2022-11-10-Deutsche Bank-US Treasury Thirty-Year Bond Auction Packet Statistics and ...-99161495.pdf
-
2022-11-10-JPMorgan Econ FI-2023 Housing Outlook The Great Affordability Crisis-99167979.pdf
-
2022-11-10-JPMorgan Econ FI-China October credit report disappointed; TSF growth eased...-99163859.pdf
-
2022-11-10-JPMorgan Econ FI-Global Fixed Income Technical Update A soft CPI report lea...-99165999.pdf
-
2022-11-10-Morgan Stanley Fixed-Global Macro Commentary November 9-99150557.pdf
-
2022-11-10-Morgan Stanley Fixed-US Equity Strategy Holiday Spending Preview Is Santa or th...-99153140.pdf
-
2022-11-10-Morgan Stanley-China Equity Strategy A-share Sentiment Dims Amid Low Tradi...-99167734.pdf
-
2022-11-10-Morgan Stanley-China Financials TSF slowed as expected following front loa...-99166829.pdf
-
2022-11-10-Morgan Stanley-Greater China Semiconductors Smartphone semis demand not y...-99165507.pdf
-
2022-11-10-OLPX.OQ-Morgan Stanley-Olaplex Holdings, Inc. Follow-Up Q3 In-line with Recently ...-99160468.pdf
-
2022-11-10-RBLX.N-Morgan Stanley-Roblox Corporation October Jump Scare-99153989.pdf
-
2022-11-10-SONO.OQ-Morgan Stanley-Tech Hardware Pulse What Investors Are Asking An iPhone Le...-99168044.pdf
-
2022-11-11-JPMorgan Econ FI-EM Asia Rates Some observations What has fundamentally ch...-99179678.pdf
-
2022-11-11-JPMorgan Econ FI-Emerging Markets FX -99188250.pdf
-
2022-11-11-JPMorgan Econ FI-FX Market Movers -99188256.pdf
-
2022-11-11-JPMorgan Econ FI-FX Technical Strategy US dollar sees further retrenchment ...-99180572.pdf
-
2022-11-11-JPMorgan Econ FI-JPM FX forecasts vs. forwards consensus -99188255.pdf
-
2022-11-11-JPMorgan Econ FI-Outlook The anatomy of a Fed pause-99188253.pdf
-
2022-11-11-JPMorgan-FX Derivatives Gridlock and CPI bearish for vols-99188251.pdf
-
2022-11-11-Morgan Stanley-China Consumer Raw Materials Price Chartbook November 2022-99180140.pdf
-
Americas Asset Managers_ Solid fundamentals intact, but recent rally leaves us more selective; APO, BAM, OWL most near-term u...(1).pdf
-
Americas Machinery_ A View from Wall Street_ North American Dealer Conference [Presentation].pdf
-
Around the Clock - Key Global Research.pdf
-
Asia Credit Trader_ China Easing Will Lead To Further Credit Differentiation In Property Sector(1).pdf
-
Australian Banks Risk & Capital.pdf
-
Australian Small & Mid Cap_ Young consumers offer resilient exposure to discretionary retail; initiate UNI and AX1 at Buy (1).pdf
-
Barclays_Global_Portfolio_Managers_Digest_Shifting_Signals.pdf
-
BizLink Holding (3665.TW)_ Raising demand uncertainty in short-term, despite unchanged long term outlook(1).pdf
-
BOA_Global Fund Manager Survey_20221115.pdf
-
C-Suite Conversations_ How investors reward corporate cash spending through the economic cycle(1).pdf
-
CFR.S-Morgan Stanley-Richemont Conf. call feedback updating estimates-99188891.pdf
-
Chailease Holdings (5871.TW)_ 3Q22 Review_ Strong portfolio growth but some spread compression with stable asset quality; Buy(1).pdf
-
China Basic Materials Monitor_ November 2022_ Another round of disruption (1).pdf
-
China Condiments_ Haitian and Jonjee_ Addressing key investors questions and revisiting the recovery path(1).pdf
-
China Consumer Connections_ Online Brand Tracker_ Higher sales concentration towards Singles' Day; channel shift continues(1).pdf
-
China COVID-19 vaccines and treatment tracker_ Easing restrictions under COVID-19 policy with new _20 measures_(1).pdf
-
China Economic Activity and Policy Tracker_ November 11(1).pdf
-
China Healthcare Pulse_ Encouraging signs of reopening; increasing policy visibility could drive inflection (1).pdf
-
China in Motion_ Nov 16 Consumer Discretionary_Retail Presentation(1).pdf
-
China Industrial Indicators_ Oct trend better than historical seasonality, seemingly a small pick up on the ground(1).pdf
-
China Property Monthly Tracker_ Property sales and construction activities weaker than expected; awaiting policy taking effect.pdf
-
China Real Estate_ New policy support signals an inflection; execution and demand recovery pace key to watch.pdf
-
China Real Estate_ Week 45 Wrap - Property sales continued to decline wow in both primary and secondary markets(1).pdf
-
China Spirits Tracker_ China Food and Drinks Fair_ General Low Willingness for Prepayment, Higher Concentration to Leading Br...(1).pdf
-
China Transportation_ Further policy loosening signals positive; HK and US experience provides a good reference(1).pdf
-
China travel_HK_Macau_ Re-examining the re-opening opportunity - what’s priced in and upcoming catalysts(1).pdf
-
Cisco Systems.pdf
-
CS_CS Beverage Can Tracker.pdf
-
Deutsche Bank-Investor Positioning and Flows The CPI Event Risk Rally-99189081.pdf
-
Dominion Energy Inc. (D)_ Raising D from Sell to Neutral, as much of the regulatory, financing and construction risk appears ...(1).pdf
-
EAM.OQ-Morgan Stanley-Atlassian Corporation PLC 1Q23 Results Finding Clarity Aft...-99170868.pdf
-
Energy, Utilities & Mining Pulse_ Investors Asking_ Is it Time for the Natural Resources Bull Run to Broaden Out_(1).pdf
-
European Economics Analyst_ The Permanent Cost of the Energy Crisis (Stott)(1).pdf
-
Europe_ Batteries_ LFP - gaining momentum in the West(1).pdf
-
First Edition – Australia.pdf
-
GC Tech_ 3Q22 semis inventory days inched up; ongoing inventory adjustment(1).pdf
-
Global Elevators & Escalators.pdf
-
Global Rates Trader_ Bond rally likely to reverse(1).pdf
-
Global_ Batteries_ The Self-Sufficiency Challenge(1).pdf
-
GOAL Kickstart_ Another risky 'risk-on' turn_ rates relief likely overdone (1).pdf
-
GOAL Post_ The new equity risk premium puzzle — from TINA to TARA(1).pdf
-
GS Equity Radar_ Elusive Inflation Peak _ CARS++ _ Commodities & China Reopening _ Construction Downside _ Earnings Upside(1).pdf
-
Healthcare Pulse_ Things Fall Apart ..._ Investor sentiment; market color; sector themes; charts to watch(1).pdf
-
Home Depot Inc. (HD)_ Clean Q3 Result and Reaffirmed Guidance; Company Still Sees Solid Demand(1).pdf
-
India Capital Goods Sector.pdf
-
JPM-JP Morgan View - Inflation keeps pressure on yields as China stocks.pdf
-
JPMorgan Econ FI-Nowcast of global growth Aligned for 4Q downshift -99188986.pdf
-
Kanzhun Ltd. (BZ)_ 3Q22 an inflection point, valuation supportive; Up to Buy (1).pdf
-
Kuaishou Technology (1024.HK)_ Key takeaways from Kuaishou's November 11.6 shopping festival; Buy(1).pdf
-
Lotes (3533.TW)_ New server CPU socket momentum to start from 4Q22, suggesting better LT outlook; Revise up TP to NT$1,060(1).pdf
-
Man Wah Holdings (1999.HK)_ 1H FY23 Earnings Review_ Mixed results, domestic sales miss and margin recovery beat; Sell(1).pdf
-
Merck KGaA (MRCG.DE)_ Focus moves to 2023 dynamics, Capital allocation (1).pdf
-
Morgan Stanley Fixed-2023 India Economics Outlook Sustaining Domestic Demand Str...-99206361.pdf
-
Morgan Stanley Fixed-Global Macro Commentary November 14-99218688.pdf
-
Morgan Stanley Fixed-Global Macro Commentary November 9-99150557.pdf
-
Morgan Stanley Fixed-US Equity Strategy Holiday Spending Preview Is Santa or th...-99153140.pdf
-
Morgan Stanley-China Equity Strategy A-share Sentiment Dims Amid Low Tradi...-99167734.pdf
-
Morgan Stanley-China Financials TSF slowed as expected following front loa...-99166829.pdf
-
Morgan Stanley-China's Capital Flows - Resetting and Stress Testing.pdf
-
Morgan Stanley-Global BioPharma RDRevenue – Metric of the Week; BioPharm...-99206358.pdf
-
Morgan Stanley-Three in Three Three Actionable Ideas-99206147.pdf
-
MS_2023 Global Economics Outlook Even Darker Before the Dawn_20221113.pdf
-
MS_2023 Global Strategy Outlook The Year of Yield_20221113.pdf
-
MS_2023 US Equities Outlook_ The Road Not Taken.pdf
-
MTTR.OQ-Morgan Stanley-Software 3Q22 SaaS Earnings Roundup LegalZoom Matterport-99174733.pdf
-
Navigating China Internet_ eCommerce tracker_ Oct online retail +15% came above on Covid & pre-sales despite weak overall retail(1).pdf
-
Navigating China Internet_ Key takeaways from 2022 Singles' Day Festival; Growth moderation with continued share shift(1).pdf
-
Ningbo Tuopu Group (601689.SS)_ A next-gen EV supplier in the making with long-term appeal, but near-term growth priced in; i...(1).pdf
-
PANW.OQ-Morgan Stanley-Palo Alto Networks Inc 1Q23 Preview – Favorable Setup Again...-99208501.pdf
-
Pulp & Paper_ Monthly Tracker — October 2022(1).pdf
-
Sea Ltd. (SE)_ 3Q22 Earnings Review_ Accelerated path to profitability; Shopee guiding to breakeven by end of 2023; Buy(1).pdf
-
Taiwan Downstream Sector.pdf
-
Tencent Music Entertainment Group (TME)_ Earnings Review_ 3Q22 profit beat, yet 2023 remains a year of muted topline growth; ...(1).pdf
-
The dollar's peak is _in_.pdf
-
The Flow Show Rent the Pivot, Own the Rotation.pdf
-
Top of Mind_ Central bank tightening_ what could break_(1).pdf
-
U.S. Card.pdf
-
UBS Economics-China Economic Perspectives _Exports dropped to yy contract...-99112799.pdf
-
UBS Economics-US Economic Perspectives _October CPI recap Slower, but muc...-99163909.pdf
-
UBS Economics-US Economic Perspectives _US Economic Outlook 2023-2024_ Pin...-99122430.pdf
-
UBS Equities-China Equity Strategy _A-share 3Q22 earnings review already...-99105230.pdf
-
US Economics Analyst_ 2023 Inflation Outlook_ Finally Falling (Hill).pdf
-
Xiaomi Corp. (1810.HK)_ Singles' Day wrap_ Rmb17bn GMV -12% yoy amid macro_Covid challenges; Mi 13 series to launch late Nov(1).pdf
-