摩根士丹利：亚洲新兴市场股票策略_亚太与美国优先 - 最新目标与指引
摩根·2025-04-27 03:56
April 21, 2025 02:24 PM GMT Investor Presentation | Asia Pacific Asia EM Equity Strategy: Asia Pacific and America First – Latest Targets & Signposts Multipolar world trends are in the ascendancy. Deal making is possible but uncertainty weighs heavily on the trade/earnings outlook. . We prefer Japan (domestic, unhedged), India, Singapore and UAE, while holding an EW stance on China. We remain UW on Taiwan and South Korea. Within ASEAN we prefer Philippines vs Indonesia. We continue to prefer Financials vs S ...