Humanoids’ Insatiable Hunger for Minerals
Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles’ heel of humanoids as demand significantly outpaces supply amid geopolitical uncertainties.Read more ins...
25 Kesä 20254min
India Outperforms with High Growth and Low Volatility
Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.Read more insights from Morgan Stanley.----- Transcript -----Welcome to...
24 Kesä 20254min
Why Stocks Can Be Resilient Despite Geopolitical Risk
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely remained calm amid recent developments in the Middle East.Read more insights from Morgan Stanley.----- Transcri...
23 Kesä 20253min
Midyear Credit Outlook: An Odd Disconnect in Asia
Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum’ bonds, despite Asia’s growth drag.Read more insights from Morgan Stanley.----- Tra...
20 Kesä 20259min
How Oil Could Price Amid Mideast Tensions
Our Global Commodities Strategist Martijn Rats explores three possible scenarios for oil prices in light of geopolitical shifts in the Middle East.Important note regarding economic sanctions. This res...
18 Kesä 20254min
Why Markets Should Keep an Eye on Japan’s AI Playbook
Our Senior Japan Economics Advisor discusses Japan’s systematic approach to AI and the lessons it offers for other markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoug...
17 Kesä 20254min
A Bullish Case for Large Cap U.S. Equities
While market sentiment on U.S. large caps turns cautious, our Chief CIO and U.S. Equity Strategist Mike Wilson explains why there's still room to stay constructive.Read more insights from Morgan Stanl...
16 Kesä 20255min
The Economic Stakes of President Trump’s Immigration Policy
Our economists Michael Gapen and Sam Coffin discuss how a drop in immigration is tightening labor markets, and what that means for the U.S. economic outlook and Fed policy. Read more insights from Mor...
13 Kesä 202510min
