普通外文研报
Investor Presentation: S. Korea Strategy and Industrials
研报英文原文证据摘录
Investor Presentation: S. Korea Strategy and Industrials
FoundationM
SectorA Mix ofAllocationSecular Growth and Quality Defensives
Sector Allocation
A Mix of Secular Growthand Quality Defensives
Sector Allocation MSCI Korea Growth vs. Value Spread and US Rates (RHS)
Current Ranking Prior Ranking
(Jan.1,2010=100) MSCI Korea Growth vs. Value (%)
1212 UST 2y (RHS)
1010 250 Fed Policy Rate (upper, RHS) 6
9 9
8 8
7 7
6 6 200 5
5 5
4 4
3 3
2 2
1 1 150 4
100 3
Industrials IT Care Banks Financials Svc. DiscCons Staples Materials Energy Utilities Comm. Health Components Cons 50 2
&
Non-bank Auto
0 1
Overweight Equal-weight Underweight -50 0
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Source: Morgan Stanley Research. Source: WiseFN,Bloomberg, Morgan Stanley Research.
Morgan Stanley Research 43
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