September 29, 2025 10:17 AM GMT Morgan Stanley Research Global China Watch – What to Expect for Stimulus and Markets Morgan Stanley Global Macro Forum September 29, 2025 Serena Tang – Global Head of Cross-Asset Strategy | Strategist MORGAN STANLEY & CO. LLC Zhipeng Cai – China Economist | Economist Laura Wang – Chief China Equity Strategist | Equity Strategist Gek Teng Khoo – Asia Macro Strategist | Strategist Kelvin Pang – Head of Asia Credit Strategy | Strategist MORGAN STANLEY ASIA LIMITED+ Amy Gower – C ...

Core Insights - The company is hosting an Investor Day to discuss its strategic priorities and market outlook through 2030 [1][2] Group 1: Leadership and Strategy - The CEO, Hichem M'Saad, will present the company's strategy and priorities for the upcoming years [1] - Following the CEO, Vamsi Paruchuri, Corporate VP of Technology Innovation and Market Research, will discuss market outlook and technology inflections [2] Group 2: Business Units and Growth - Jason Foster, Corporate VP of the spares and services business unit, will address growth and innovation within the Services sector [2]

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Market Outlook - The market is believed to continue its upward trend due to a strong economy and consumer base, despite focus on the Federal Reserve [2] - Consumer sentiment is strong and accelerating, with healthy consumer and corporate credit [3] - Capital markets are experiencing a resurgence, expected to continue for multiple years [3] - While unemployment has slightly increased, it remains at historically low levels [3] - The AI boom continues to gain momentum, presenting opportunities for retail investors to focus on core competencies and specific stocks [4] - October is historically a volatile month, but the absence of substantial leverage in the system suggests that any pullback may be limited [4][5][6][8] - Earnings growth is accelerating, and market participation is broadening, indicating a constructive outlook [9] Investment Strategy - Putnam Investments focuses on individual stock selection rather than broad market plays [10] - Portfolio allocation is closely tied to the S&P 500 sectors [12] - Larger companies ("Goliaths") are seen as winners across various industries due to their scale, operating leverage, and ability to invest in AI [12][13] - Sectors of interest include Amazon, Walmart, Croup, and Co-Star (a commercial real estate data analytics company) [13][14] - The market is considered expensive, but compelling risk-reward opportunities exist at the individual stock level [14]

The macro things.Discussing it all && how i think the market is gonna shape up after FOMC today.https://t.co/QStcdJBPsC <-- live RIGHT NOW https://t.co/RjW9eiIGR5Easy (@EasyEatsBodega):It is TIME... To... YAP!https://t.co/QStcdJBPsC <-- LIVE RIGHT NOW- Crypto Market Thoughts, Prices n where they go- FOMC considerations, and what I think happens- Mention Markets and how im trading TODAY- CCM Rise... and Fall... and Rise again...&& MORE🔋by @yeet https://t.co/iIDrkM6gdY ...

Group 1 - The current market outlook for the equipment space is being discussed, focusing on the memory, DRAM, NAND, leading, and trailing logic segments [1]

Market Outlook - The company believes it is too early to have a well-informed view of market growth for 2026, as discussions with customers regarding their expansion plans are still ongoing [2] - The focus is on understanding the underlying waves of growth within the market rather than solely on the overall market trends [2] Customer Engagement - The company is actively engaging with customers to understand demand drivers and expansion plans for the upcoming year [2] - Insights from these discussions will provide a clearer picture of market dynamics towards the end of the year [2] Strategic Positioning - The company feels well-positioned to capitalize on growth opportunities within the market [3]

Check out a quick rundown from our latest Market Sense panel gauging where the market's been in recent months and where it might be going. https://www.fidelity.com/marketsense 1215145.1.0 ...

“There’ll be more IPOs in the back half and going into 2026.” #yahoofinance #finance #news #youtubeshorts #youtube #shorts #shortsvideo #investingforbeginners #investing #stockmarket #stocks #ipo #market #outlook #2025 ...

My July Market Outlook:https://t.co/W8YiTk82LW ...