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

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📄 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
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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(部分)

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

❓ 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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