Special Episode, Pt. 2: Long-Term Supply Chai...

Our Head of European Sustainability Research Rachel Fletcher talks about how AI’s is quickly reshaping employment and productivity across key industries and regions.Read more insights from Morgan Stanley.----- Transcript -----Rachel Fletcher: Welcome to Thoughts on the Market. I ...  Show more

Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and the outlook for other global currencies.Read more insights from Morgan Stanley.----- Transcript -----James Lord: Welcome to Thought ...  Show more

On today’s show we are talking about what’s happening in the world of construction. The supply chain shortages of the pandemic are continuing as China pursues it’s zero Covid policy. New lockdowns have been ordered in Guangzhou, one of China’s largest manufacturing hubs. So mu ...

Global supply chains are still grappling with the aftermath of COVID-19 and ongoing disruptions caused by international conflicts and economic instability. So, in an era where destabilization has become the new normal, what can organizations do to improve agility and resiliency?I ...  Show more

In today's global economy, what are the factors that go into choosing a production location? In this episode, Harvard Business School professor Willy Shih draws on his case study about China-based automotive glass maker Fuyao to discuss this core strategic question. The company m ...  Show more

Amid inflation, an energy crisis, volatile stock markets and increasing scrutiny of big technology firms, there is concern over how tensions between global powers such as the US and Russia might spill over into conflict.

The major crisis is around Ukraine, but there are ...