morgan stanley

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A new paper that’s been released by Morgan Stanley “suggests that the greying population may reverse three long-term trends: 1) a decline in real (inflation-adjusted) interest rates, 2) a squeeze on real wages and 3) widening inequality. That is because those trends were driven by previous demographic shifts; first, the... Show More

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"Despite the common belief that lower for longer RBA rates will see strong housing conditions persist, we think [APRA's] macroprudential rules are effectively tightening policy settings. Alongside the 10% speed limit on investor property lending, higher mortgage risk weights and a sharp ~100bp repricing on the front book of investor... Show More

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Stephen S. Roach, the former Chief Economist of Morgan Stanley says the Western World’s view of China “has darkened out of fear of asset bubbles, excess investment, and debt overhangs—precisely the same imbalances that have afflicted the major economies of the developed world over the past two decades.” However “the... Show More

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Adam Parker, the Chief US Equity Strategist at Morgan Stanley says the Greek crisis provides a good opportunity for investors to snap up stocks in the US. “The current level of U.S. economic strength should be enough to make stock investors look past temporary worries over Greece, especially with earnings... Show More

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Morgan Stanley has released a note saying that one of the main reasons it’s tough to beat the S&P is that when new stocks are added to the index they tend to be massive outperformers. “The earnings growth of the companies added to the index was not only much superior... Show More

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The Morgan Stanley research department has released a report outlining the 30 best US stocks to be holding over the next 3 years. The MS analysts say that “the main criterion is sustainability — of competitive advantage, business model, pricing power, cost efficiency, and growth.” “We selected the companies that... Show More

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With the mining sector seen nearing the bottom of the cycle, Rio Tinto Group signaled to analysts it’s ready to resume mergers and acquisitions. The company is prepared to look for a deal if it can secure the right asset at the correct valuation and win investor backing, Morgan Stanley... Show More