Morgan Stanley on portfolio positioning across AI, Japan and U.S. stocks

Morgan Stanley Investment Management's Andrew Slimmon discusses portfolio positioning across AI, Japan and U.S. equities, including improving earnings revisions and the risks from persistent inflation and further Fed hikes, following Japanese Prime Minister Sanae Takaichi's UN address.

Source: CNBC International TV

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Category General

Source CNBC International TV

Published 3 weeks ago

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News ID #20,933

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