亚洲主题投资-发掘亚洲新兴阿尔法机会-Asia Thematics-Theme Spotting Asia's Emerging Alpha
2025-10-09 02:00
October 7, 2025 09:00 PM GMT Asia Thematics | Asia Pacific M Foundation Theme Spotting: Asia's Emerging Alpha From a thematic perspective, we present some of the most compelling alpha-generating opportunities identified by our Asian research department in 3Q25. Key Takeaways Exhibit 1: Overview of Morgan Stanley Asia's Thematic Opportunities (3Q25) | Near-term (2025–27) | | | | --- | --- | --- | | Future of Energy | Global Solar | Gross margin of integrated module players to turn positive by 2026–27 after | ...