Morgan Stanley remains overweight banks, semiconductors and capital goods; among
major European equity markets, France’s CAC 40 shows the strongest positive
correlation with a reopening of the Strait of Hormuz.
2026-09-23
Morgan Stanley remains overweight banks, semiconductors and capital goods; among
major European equity markets, France’s CAC 40 shows the strongest positive
correlation with a reopening of the Strait of Hormuz.