亚洲新兴市场股票策略-Asia Summer School_ Asia EM Equity Strategy

August 14, 2025 02:27 PM GMT Investor Presentation | Asia Pacific M Foundation Asia Summer School: Asia EM Equity Strategy The rally in equities from early April looks to be drawing to a close with valuations at all-time highs and downside growth risks evident. The primary trend of US dollar weakness keeps us positioned in Domestic Demand. We run low country risk positions with a focus on Quality at the stock level. Morgan Stanley Asia (Singapore) Pte.+ Jonathan F Garner Equity Strategist Jonathan.Garner@mo ...