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06.07.26 - 21:42
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Morgan Stanley Adviser Discusses Sustainability of Earnings Growth Amid Market Rally (Bloomberg)
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Katerina Simonetti, Executive Director at Morgan Stanley Private Wealth Management, discusses the ongoing market rally, emphasizing that it is supported not just by multiple expansion but also by relatively healthy earnings. She highlighted the key question facing investors: whether earnings growth can continue into the second half of the year and if this growth will be uniform across sectors or show signs of divergence. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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06.07.26 - 15:06
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Morgan Stanley Infrastructure Partners Announces Investment in Greenlight Electricity Centre (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM), through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), its private infrastructure investment platform, today announced an investment in Greenlight Electricity Centre, a 932-megawatt gas-fired combined cycle power generation project in Sturgeon County, Alberta. MSIP is investing alongside large-cap company, Pembina Pipeline Corporation (Pembina), and Kineticor Asset Management (Kineticor) to support the construction of the project. MSIP and Pembina will each hold a 47.5% ownership interest in Greenlight, with Kineticor holding the remaining 5%.
The investment reflects MSIP's continued thematic focus on developing and constructing contracted power assets that help address the structural supply-demand imbalance in North American electricity markets. Greenlight is expected to provide long-term, reliable power to support growing electricity demand driven by artificial intelligence and data center growth.
Once c...
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06.07.26 - 14:24
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Mike Wilson Sees Semiconductor Stocks Correcting (Bloomberg)
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Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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06.07.26 - 13:12
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Growth, not gloom: Morgan Stanley keeps bullish stance on Indian equities (Times of India)
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India's market dip is likely temporary, with Morgan Stanley predicting a rebound driven by accelerating economic growth. Concerns about long-term prospects, including demographics and AI's impact on services, are seen as overstated. Strong structural advantages and potential positive earnings surprises position Indian equities for recovery as the global AI spending boom potentially moderates....
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06.07.26 - 12:30
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Global robotaxi market set to hit US$1t by 2040 as China tech costs plummet: Morgan Stanley (SCMP)
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The global robotaxi sector is on track to become a US$1 trillion market by 2040, according to Morgan Stanley, with Chinese players like Baidu, Xpeng and WeRide primed to be regional front-runners alongside global leaders Tesla and Waymo.
In a research note on Friday, the US investment bank forecast that falling manufacturing costs in China would act as a “major underappreciated accelerant” for the industry.
Driven by cheaper supply chains, the cost of parts per vehicle for Chinese-made robotaxi......
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