China pushes the Frontier, Europe holds the line, and Morgan Stanley chooses Gamma over Theta

Contributing sentiments towards policy:

63% : Add deregulation across banking, insurance and savings systems, and the ingredients for further risk-taking remain in place.
55% : Energy infrastructure, more favourable tax treatment and a broader investment cycle across Asia are adding fuel.
55% : Telecom companies depend on local networks and regulation.
47% : Funding markets remain open, regulation is becoming friendlier, and companies are making up for lost time.
47% : Chinese companies now account for roughly 23% of EU imports, up from 21% two years ago, while Europe's share of exports into China has fallen sharply since 2020.
43% : That is a difficult equation for companies already dealing with high energy costs, heavier regulation and slower domestic growth.

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