海外研报

India stock rally falters over taxhike plan, governance doubts

HIONA SHIRAIWA and RYOSUKE HANADA, Nikkei staff writersAugust 9,2024 03:54 JSTTOKYO/MUMBAl -- Indian equities are losing ground this month as thegovernment moves to cool

Americas Transportation: Eye on Freight: “Big Three” Ports Grow Above Seasonality

Imports were positive YoY in July, up 43%, after June’s strong 20% growth andMay’s -3% growth. July’s values of 1,016,497 TEUs was above prior implied values of

Currency and gold watch

Still on holiday, GREED & fear senses that the excitement generated by the yen carry trade unwind has all but

From the Global Director of Research | North America

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

The Flow Show The last private hire

Scores on the Doors: gold 22.4%, stocks 15.4%, crypto 14.3%, HY bonds 6.8%, oil 5.9%, commodities 4.0%, IG bonds 3.8%, cash 3.5%, govt bonds 0.7%, US$ 0.0% YTD.

AS--First Fridays & Gell-Mann Amnesia Effect

Last weekend’s Fog of War T-Report listed “lack of liquidity” as our number one fear, and even Friday’s .

MS_Charts That Caught My Eye_20240910

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that