Morgan Stanley: European semiconductor stocks to lead rebound
Briefing by News4U · First published
Morgan Stanley says semiconductor, tech hardware and capital goods sectors would benefit most if Europe’s rotation bear market reverses.
Sina Finance reported that Morgan Stanley strategists led by Marina Zavolock said semiconductor, tech hardware and capital goods sectors would benefit most if Europe’s rotation bear market reverses. [1]
The team noted that the recent pullback has been excessive, with cyclical stocks such as European banks down about 13% versus defensive sectors and AI infrastructure stocks lagging the MSCI Europe index by as much as 29% since June. [1]
Sources
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Sina Finance · · Full text