CNBC International TV
28 Jul 2026, 04:51 UTC · 4h ago
2027 EPS estimates are the 'key number to watch' for markets: Andrew Slimmon
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC International TV
28 Jul 2026, 04:51 UTC · 4h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Investors are advised to be more cautious in allocating between U.S. and Asian equities due to increasing correlation in the AI trade. — Increased correlation reduces the diversification benefit of holding both regions, potentially leading to reduced capital flows into Asian markets.
-0.30Morgan Stanley Investment Management suggests focusing on 2027 earnings-per-share estimates for market valuation. — Shifting the valuation horizon further out can justify current high multiples but introduces greater uncertainty.
+0.10Which stocks this story touches
Morgan Stanley is mentioned only as the employer of the analyst providing general market commentary.
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