Morgan Stanley-Asia EM Equity Strategy Remain overweight on Japan and Indi..

报告摘要

August 20, 2024 11:06 PM GMT Asia EM Equity Strategy | Asia Pacific India; reduce targets for China

核心要点

2025 TOPIX target to 3,000 (+14% from spot). The EM outlook

报告信息

文件全名: 《Morgan Stanley-Asia EM Equity Strategy Remain overweight on Japan and Indi...pdf》
适合读者: 战略规划行业研究员
核心数据: 2025 TOPIX target to 3,000 (+14% from spot). The EM outlook
rallying 20% from its 5 August lows (to the 40th valuation percentile). However, we
Japan, we see above-consensus earnings growth of 10-11%, supported by nominal
implies 15% returns in JPY and 19% in USD-unhedged terms.
case shows flat returns for the Hang Seng (-3%, to 17,000) and MSCI China (-3%, to
核心议题: 管理咨询

常见问题

《Morgan Stanley-Asia EM Equity Strategy Remain overweight on Japan and Indi..》主要包含哪些内容?

August 20, 2024 11:06 PM GMT Asia EM Equity Strategy | Asia Pacific India; reduce targets for China核心数据:2025 TOPIX target to 3,000 (+14% from spot). The EM outlook;rallying 20% from its 5 August lows (to the 40th valuation percentile). However, we;Japan, we see above-consensus earnings growth of 10-11%, supported by nominal。

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本报告由Morgan Stanley发布,发布于 2024 年。

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覆盖 2024 年,全文约 31。

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