摩根士丹利：亚太新兴市场在悲观情形下的目标价位、盈利和估值假设
摩根·2025-04-07 14:38
April 7, 2025 01:36 AM GMT Daniel K Blake Equity Strategist Daniel.Blake@morganstanley.com +65 6834-6597 Jonathan F Garner Equity Strategist Jonathan.Garner@morganstanley.com +65 6834-8172 Morgan Stanley Asia Limited+ Asia EM Equity Strategy | Asia Pacific Morgan Stanley Asia (Singapore) Pte.+ M Update Bear case targets and downside to recession trough valuations We highlight our bear case targets, including earnings and valuation assumptions that reflect a global recession scenario. Market allocation in di ...