Morgan Stanley identifies growth in US stocks

Reports from Morgan Stanley suggest that the end of the correction wave in the US stock market may be near, prompting investors to prepare for increased exposure to high-risk assets. While valuations for several stocks have declined, the S&P 500 index remains only about 2% below its all-time highs, with strong performance concentrated in high-quality stocks, whereas equal-weighted stocks have underperformed. The chief equity strategist believes that the market could see the beginning of a recovery phase or a gradual decline until November, relying on stable yields and support from US corporate earnings—especially in sectors such as capital goods and industrials—as key factors for a new upward wave. Meanwhile, low valuations create attractive entry opportunities. His optimism is also reinforced by the stability of bond yields and the strength of corporate profits, which are expected to grow by approximately 24.6% in the third quarter, supporting the market's ongoing focus on earnings and positive future outlooks.

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