Morgan Stanley: Still overweight the banking, semiconductor and capital goods sectors; among major European stock markets, the French CAC 40 index has the strongest positive correlation with the reopening of the Strait of Hormuz.
2026-09-23
Morgan Stanley: Still overweight the banking, semiconductor and capital goods sectors; among major European stock markets, the French CAC 40 index has the strongest positive correlation with the reopening of the Strait of Hormuz.