Mike Wilson: Expanding Valuations in Equity Markets
Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?----- Transcript -----Welcome to Thoughts on the M...
25 Heinä 20233min
Erik Woodring: India’s Smartphone Market Poised to Take Off
India’s smartphone market could triple in size over the next decade, putting it behind only the U.S. and China.----- Transcript -----Welcome to Thoughts on the Market. I'm Erik Woodring, Morgan Stanle...
24 Heinä 20233min
Japan: A New Era for Japanese Equities
With positive GDP growth and increasing revenues, Japan equities are becoming a preferred market globally. ----- Transcript -----Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan...
21 Heinä 20235min
Japan: Finding Opportunity Across Sectors
As Japan anticipates shifts in structural policy and GDP growth, these are the industries within the market that are poised to benefit. Chief Asia Economist Chetan Ahya, Chief Japan Economist Takeshi ...
20 Heinä 20238min
Chetan Ahya: A Bullish Outlook on Japan
The first of our three-part series on the Japanese economy dives into the three key factors that have triggered a recent surge in interest from investors.----- Transcript -----Welcome to Thoughts on t...
19 Heinä 20233min
Sarah Wolfe: Student Loan Restart Draws Nearer
With the moratorium on federal student loans ending soon, discretionary spending is likely to go down and delinquency is likely to rise as consumers face the end of a three-year reprieve.----- Transcr...
18 Heinä 20233min
Mike Wilson: Disinflation and Equities
While falling inflation is good news for many, equity investors may see volatility in earnings growth as pricing power fades.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, C...
17 Heinä 20234min
Vishy Tirupattur: Are Bonds Primed for a Comeback?
With inflation slowly moving lower, government bonds are looking increasingly more attractive and may be primed for a comeback later this year.----- Transcript -----Welcome to Thoughts on the Market. ...
14 Heinä 20232min
