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Asia EM Equity Strategy - APxJ, GEM, HK/China and Japan Focus List Changes

Shared By Stock Fanatic on Tuesday, July 10, 2018 | 10.7.18

We are making a number of changes in our Focus List to incorporate:

1) our top-down strategy view (reducing beta further);

2) recent changes in our industry and country models; and

3) recent changes to our analysts recommendations. Read More

We maintain our cautious view on Asia/EM equities and recommend reducing beta further in the portfolios. See report: Asia EM Equity Strategy: Bear market beckons (June 20,2018). We also incorporate our recent country model and industry model changes.

Source : Morgan Stanley Research
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Posted on Tuesday, July 10, 2018 | 10.7.18
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