We see upside potential from new CEO Brandicourt's first strategic update, for which market expectations remain moderate but which could bring potential cost savings in the new, simpler organisation. Morgan Stanley analysts More Quotes by Morgan Stanley analysts More Quotes From Morgan Stanley analysts In our view, the rationale for owning the information and key index provider in the shipping market makes sense especially given Singapore's position as a trading hub, SGX's dominance of the iron ore contract and efforts to develop LNG trading, we see the potential for SGX to develop more products if it were to own Baltic Exchange. Morgan Stanley analysts mergers-acquisitions Although the transaction is only a modest step in delevering the balance sheet, the fact that Anglo American got another transaction done is a positive sign. Morgan Stanley analysts energy Turmoil in China and Greece may put recent robust demand growth at risk, investors have justifiable concerns about the outlook for both supply and demand going forward given current events. Morgan Stanley analysts energy We would expect exceptionally conservative regulation from the HKMA. Morgan Stanley analysts business
