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Travel Becomes a New Growth Engine for China
Morgan Stanley 2026-03-03 に公開
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan discusses how China’s travel industry is shifting from a post-pandemic rebound to a multi-year exp ...more
The Risks of Private Credit's Software Exposure
Morgan Stanley 2026-03-03 に公開
Our Chief Fixed Income Strategist Vishy Tirupattur and U.S. Head of Credit Strategy Vishwas Patkar discuss the implications of private credit’s exposure to the software i ...more
Tech Anomalies
Morgan Stanley 2026-03-03 に公開
The recent drop in tech shares has created market anomalies. How should investors navigate them—and which ones signify opportunities? Wealth Management Chief Investment O ...more
旅行が中国の新たな成長エンジンに
Morgan Stanley 2026-03-03 に公開
弊社香港・中国運輸およびインフラ・アナリストのチエンレイ・ファンが、パンデミック後の反動的な回復局面から、複数年にわたる拡大局面へと移行しつつある中国の旅行産業について解説します。
このエピソードを英語で聴く。 (https://mgstnly.lnk.to/4qngttRS)
トランスクリプト
「市場の ...more
SAP: Steering Business into the AI Era
Morgan Stanley 2026-02-27 に公開
SAP powers the way the world runs business—and under CEO Christian Klein, the company is preparing for an AI driven future. Klein explains why AI alone isn’t enough: Comp ...more
AI as New Global Power?
Morgan Stanley 2026-02-27 に公開
Our Deputy Head of Global Research Michael Zezas and Stephen Byrd, Global Head of Thematic and Sustainability Research, discuss how the U.S. is positioning AI as a pillar ...more