Global Macro Strategy Positions and Flows Report
Positive on Android recovery, Apple share gain and non-smartphone biz order wins
China Technology Sector:Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds
–Key takeaways from Xiaomi SU7 launch： Positive on EV tech breakthroughs and 1H24E mass production
Recent sell-off overdone; Positive on investments and margin recovery in FY24-25E
CoR sequentially improved turning to positive 2Q net profit growth; first interim dividend in place
Position Paper On Drug Repurposing
2024 results below expectation; Still positive on the structural overseas growth trend
Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-110030260
China Construction Machinery:Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector
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