Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-110030260
China Banking Sector: Maintain OVERWEIGHT on valuation and positive outlook
Accelerating import substitution; positive outlook of 2023E
Global Macro Strategy Positions and Flows Report
–Positive takeaways from Zhuhai plant visit
Positive profit alert for FY22; eyeing for a good FY23E
–Mega could be a positive catalyst
Positive takeaways from plant visit; U/G to BUY
China Banking Sector-Maintain OVERWEIGHT on valuation and positive outlook
Investor Positioning and Flows Dipped Further Underweight