Morgan Stanley(US:MS) Xin Lang Cai Jing·2025-11-27 22:47Group 1 - Wall Street maintains an optimistic outlook for emerging markets in 2026, driven by a weak dollar and investment in artificial intelligence, with expected returns of 7% for local currency bonds, the best performance since 2020 [4][5] - Morgan Stanley strategists suggest maintaining long positions in emerging market local currency bonds, predicting returns of around 8% by mid-2026, and high single-digit gains for emerging market dollar bonds over the next 12 months [5] Group 2 - Gold prices have declined from a near two-week high as traders assess the possibility of a U.S. rate cut in December, with spot gold at $4,157.29 per ounce, down 0.2% [7] - UK Bank of England policymaker Green indicated that measures to reduce household energy bills by £150 ($199) annually may help lower inflation expectations, although the policy's impact remains unclear [8][9] Group 3 - Dutch prosecutors have fined Morgan Stanley €101 million ($117.1 million) for dividend tax evasion, separate from tax liabilities to the Dutch tax authority due by the end of 2024 [11] Group 4 - Ukrainian President Zelensky announced that Ukrainian and U.S. delegations will meet this week to discuss peace and security arrangements following Geneva talks [13][14] Group 5 - OPEC+ is expected to maintain current oil production levels in an upcoming meeting and may agree on a mechanism to assess member countries' maximum production capacity [16]