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Podcast: Thoughts on the Market
Episode: Asia: Supply Chain Woes, and Opportunities
Description: Stress on supply chains has driven a slowdown in globalization, but there are also investment opportunities emerging, particularly in Asia. Head of Public Policy Research and Municipal Strategy Michael Zezas and Asia and Emerging Markets Equity Strategist Daniel Blake discuss.-----Transcript-----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Public Policy Research and Municipal Strategy for Morgan Stanley. Daniel Blake: And I'm Daniel Blake from Morgan Stanley's Asia and Emerging Markets Equity Strategy Team. Mi...