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米政府閉鎖の再発リスクとその影響について
Morgan Stanley 2026-01-28 に公開
弊社グローバルリサーチ副責任者のマイケル・ゼザスが、米国で新たな政府閉鎖が起きるリスクについて、投資家が注意すべき点と、過度に反応すべきでない理由を解説します。
このエピソードを英語で聴く。 (https://mgstnly.lnk.to/enDXXiRS)
トランスクリプト
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A Rebound for Hong Kong’s Property Market
Morgan Stanley 2026-01-27 に公開
Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong Kong’s major real est ...more
Small-Cap Trade
Morgan Stanley 2026-01-27 に公開
Have small-cap stocks gone from one extreme to the other? They have been outperforming the broad market recently, but the small-cap trade could ultimately disappoint. Wea ...more
Top 10 Policy Actions to Watch in 2026
Morgan Stanley 2026-01-27 に公開
As we enter 2026, one thing is clear: Policy continues to drive markets more than ever before. Anticipated policy actions this year span political, economic, and regulato ...more
Deconcentrating
Morgan Stanley 2026-01-27 に公開
The US equity market appears to be broadening out from the small group of companies that have dominated performance for three years. What does it mean for investors in 20 ...more
The Only Thing in 2026
Morgan Stanley 2026-01-27 に公開
In 2026, the AI capex boom will meet up with policy stimulus, and expectations are high. But one big unknown lingers: Will AI boost productivity meaningfully this year? W ...more