国际投行报告-全球投资策略-全球供应链：修复、重组和投资影响-2021.12.14-80页

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国际投行报告-全球投资策略-全球供应链：修复、重组和投资影响-2021.12.14-80页

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国际投行报告-全球投资策略-全球供应链：修复、重组和投资影响-2021.12.14-80页.pdf

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国际投行报告-全球投资策略-全球供应链：修复、重组和投资影响-2021.12.14-80页.pdf

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类型: 策略

上传者: YLY.sjz

撰写机构: MORGAN STANLEY

出版日期: 2021-12-14

摘要：

Order out of supply-chain chaos: The complexity of modern supplychains and the scale of demand and supply shocks in the 2020s hasfueled brisk investor debate about the inflation/growth outlook, theappropriate policy response, profit margins and investment prospectsfor key chokepoints and related sectors, as well as the longtermimplications for the structure of the global economy. In this newseries, we aim to help navigate these debates through collaborationacross the global breadth of Morgan Stanley research (>460 analystscovering >3,600 companies across 44 markets, capitalised atUS$95trn).

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