Robin Xing: China’s 20th Party Congress Commits to Growth

Robin Xing: China’s 20th Party Congress Commi...

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The Real Drivers of GLP-1 Growth

Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching implications across healthcare, consumer behavior and global markets.Read more insights from Morgan Stanley.----- Transcript -----Wel ...  عرض المزيد

Markets Eye Hungary’s Political Shift

Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU and lower the risk premium in the country’s assets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts o ...  عرض المزيد

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China’s Congress: an inflection point?
Exchanges

The 20th Party Congress of the Chinese Communist Party, which kicked off on Sunday, promises to be one of the most significant events for China in modern history, not only because President Xi Jinping is widely expected to secure an unprecedented third term, but also because it c ...  عرض المزيد

The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources
Horizons

As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ...  عرض المزيد

L’économie chinoise va-t-elle renouer avec sa fabuleuse croissance?
Aujourd'hui l'économie

En Chine, l’activité industrielle est repartie sur les chapeaux de roue en février. L'économie chinoise semble se relever plus rapidement que prévu. Elle sort de trois ans d’isolement imposé au nom de la politique « zéro covid ». Ces bons chiffres de l'industrie sont bienvenus à ...  عرض المزيد

Market weekly – Confidence in storm-hit China should return
Investment Insights

Investors with China exposure, or an appetite for it, face a raft of issues ranging from slower growth, which may or may not be condoned by Beijing, to toughened and expanded clampdowns on sectors. Add in persistent Sino-US tensions over geopolitics and a revitalised focus on gre ...  عرض المزيد