1,142 episodes
Thoughts on the Market Morgan Stanley Podcasts
-
- Business
-
-
4.9 • 7 Ratings
-
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
-
This Is Still India’s Decade
Our Head of India Research and Chief India Equity Strategist lays out his bullish post-election view on India, explaining why the market is likely to drive a fifth of global growth in the coming decade.
-
Cautious Corporate Boards Extend the Credit Cycle
A strong economy and global stock market surge may suggest market euphoria. However, our Head of Corporate Credit Research explains why the corporate sector caution is, in fact, a good sign.
-
Convenience Is Compelling
Our US Thematic Strategist explains the premium that consumers will pay for convenience, and what that means for sectors including online retail, dining and package delivery.
-
Presidential Elections Aren’t the Only Important Ones
Our Global Chief Economist takes stock of recent elections in India, Mexico and South Africa -- and what they suggest about the market implications of the upcoming U.K. and U.S. elections.
-
Investors Riding an Unpredictable Wave
Our CIO and Chief U.S. Equity Strategist explains why economic fluctuations have made it more difficult to project a possible soft or no landing outcome, and how investors can navigate this continuing market volatility.
-
What Global Elections Mean for Markets
Our Global Head of Emerging Markets Sovereign Credit reviews key insights and strategies for investors following the recent elections in Mexico, South Africa and India.
Customer Reviews
Good & informative (talk slower)
Could you please talk a bit slower.. It’s hard to digest that much information when you talk so fast…