Global Equity Strategy: Global Exposure Guide 2026

研报英文原文证据摘录

Global Equity Strategy: Global Exposure Guide 2026

Global Foundation

June 28, 2026 08:00 PM GMT

Morgan Stanley India Company Private Limited+MGlobal Equity Strategy Jitiksha Shah

Equity Strategist

Jitiksha.Shah@morganstanley.com +91 22 6995-9374

Morgan Stanley & Co. International plc+Global Exposure Guide

Leoni Externest, CFA

Leoni.Externest@morganstanley.com +44 20 7425-26812026

Marina Zavolock

Equity StrategistWe publish the 11th edition of the global version of one

Marina.Zavolock@morganstanley.com +44 20 7425-2318

of our most popular and requested products, the Morgan Stanley & Co. LLC

Nicholas Lentini, CFA

Global Exposure Guide. This report quantifies the Equity Strategist

Nick.Lentini@morganstanley.com +1 212 761-5863

geographic revenue exposure of companies across the Michael J Wilson

US, Europe, Japan and EM, using Morgan Stanley EquityM.Wilson@morganstanley.comStrategist +1 212 761-2532

analyst estimates to provide a consistent global Morgan Stanley Asia (Singapore) Pte.+

Kristal Ji

framework where company disclosure is often limited. EquityKristal.Ji@morganstanley.comStrategist +65 6834-6949

Morgan Stanley C.T.V.M. S.A.+

Julia M Leao NogueiraOur Global Exposure Guide collection explores one of Morgan Stanley's 4 Key

Themes for 2026 – Investing for a Multipolar World. In its 29th edition, our data on Julia.Nogueira@morganstanley.com +55 11 3048-6046

geographic exposures across >3,300 stocks globally can be more helpful to investors

Morgan Stanley MUFG Securities Co., Ltd.+

than ever amid today's geopolitical and supply chain shifts. Ukyo Haraguchi, CFA

Quantitative Strategist

The most notable shift this year is the sharp rise in EM ex-China foreign revenue Ukyo.Haraguchi@morganstanleymufg.com +81 3 6836-8925