Look at investment opportunities in Southeast Asian, says Morgan Stanley's chief Asia and
emerging equity strategist.
Not exact matches
Against this environment, our
strategists remain bullish on
equities and continue to favor
emerging market currencies and, in the fixed income space, prefer local markets over external debt and maintain their higher - yielding yet better - quality bias.
Jonathan Garner, Morgan Stanley's chief Asia and
emerging market
equity strategist, discusses why the region's markets may face more challenges.
From 1996 to 1998, he was the Latin American
Equity Strategist at Salomon Smith Barney, and from 1994 to 1996 he was the
Emerging Market Debt
Strategist at the same firm.
Jonathan Garner, Morgan Stanley & Co.'s chief Asia and
emerging markets
equity strategist, forecasts the TOPIX will hit 1,770 this year — about a 15 % gain.
Specifically, a recent analysis by Graham Secker, MS & Co.'s European
equity strategist, found that recent disappointments in European corporate profits are a function of at least three important factors that may be reversing: idiosyncratic issues related to heavily skewed index exposure to financials and commodity - linked industries; weak operating profit leverage linked to declining
emerging market sales; and less aggressive use of buybacks, tax optimization and non-operating cost reductions versus U.S. peers.
«The Shanghai Composite in aggregate is now trading back well below average global
equity valuations at the headline index level,» says Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Market Equity Strat
equity valuations at the headline index level,» says Jonathan Garner, Morgan Stanley's Chief Asia and
Emerging Market
Equity Strat
Equity Strategist.