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51,416 slides across 1229 decks match.
Earnings Expectations Lowered
MorganStanley · 2023 · data_table
Earnings Expectations Lowered
$82 — EM EPS Revisions
Earnings Expectations Not YET Lowered in DM
MorganStanley · 2023 · market_landscape
Earnings Expectations Not YET Lowered in DM
Asia / EM: Much Less Stimulus During Covid
MorganStanley · 2023 · industry_trends
Asia / EM: Much Less Stimulus During Covid
46.2 — Covid stimulus % of GDP
Flows Has Picked Up: Nowhere Near the Peak
MorganStanley · 2023 · market_landscape
Flows Has Picked Up: Nowhere Near the Peak
US$ 24bn — Cumulative foreign institutional flow
India: Momentum to Continue
MorganStanley · 2023 · section_divider
India: Momentum to Continue
Demographics Favor South/Southeast Asia
MorganStanley · 2023 · market_landscape
Demographics Favor South/Southeast Asia
India Profit Cycle Momentum to Continue
MorganStanley · 2023 · industry_trends
India Profit Cycle Momentum to Continue
Sharp Earnings Downgrade; Early Green Shoots Emerging
MorganStanley · 2023 · financial_analysis
Sharp Earnings Downgrade; Early Green Shoots Emerging
China Consumption Remains Critical
MorganStanley · 2023 · market_landscape
China Consumption Remains Critical
Rmb 20tr — Annual change in household bank deposits
Housing Markets: Reason for Policy Change
MorganStanley · 2023 · industry_trends
Housing Markets: Reason for Policy Change
China Positioning: So Much Difference
MorganStanley · 2023 · competitive_analysis
China Positioning: So Much Difference
Indonesia: Well-Positioned
MorganStanley · 2023 · peer_benchmark
Indonesia: Well-Positioned
40 — Debt to GDP
Stability Matters
MorganStanley · 2023 · market_landscape
Stability Matters
25 — Political Stability % change
Large opportunity, limited executors
MorganStanley · 2023 · market_landscape
Large opportunity, limited executors
59.6% — Discretionary spending share
We Seek to Buy Responsible Growth Companies in Attractive Countries
MorganStanley · 2023 · framework_other
We Seek to Buy Responsible Growth Companies in Attractive Countries
15%+ — ROIC
On Key Quality & Growth Metrics, Our Portfolio* Superior to Index
MorganStanley · 2023 · peer_benchmark
On Key Quality & Growth Metrics, Our Portfolio* Superior to Index
19.0 — Return on Equity
Territory: What will drive the future of wellness?
misc · 2022 · section_divider
Territory: What will drive the future of wellness?
Can the healthcare system support wellness — for us all?
misc · 2022 · quote_slide
Can the healthcare system support wellness — for us all?
36% — Public perception of healthcare system efficacy
Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.
misc · 2022 · context
Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.
36% — Public satisfaction with healthcare system
Can telehealth keep more people well?
misc · 2022 · industry_trends
Can telehealth keep more people well?
51% — virtual care adoption
Will our food become more like medicine?
misc · 2022 · case_study
Will our food become more like medicine?
46% — consumer interest in customized health plans
How does diet impact wellness?
misc · 2022 · quote_slide
How does diet impact wellness?
What role could food play in mental wellness?
misc · 2022 · quote_slide
What role could food play in mental wellness?
How are mental health views changing?
misc · 2022 · industry_trends
How are mental health views changing?
44% — Flourishing vs Languishing
Can we live somewhere that won’t slowly kill us?
misc · 2022 · industry_trends
Can we live somewhere that won’t slowly kill us?
41% — Percentage of U.S. adults
... or kill us more rapidly?
misc · 2022 · industry_trends
... or kill us more rapidly?
Can devices help us hack our way to wellness?
misc · 2022 · case_study
Can devices help us hack our way to wellness?
How precise could wellness tracking be for optimal health?
misc · 2022 · quote_slide
How precise could wellness tracking be for optimal health?
How can better research reduce inequity?
misc · 2022 · diagnosis
How can better research reduce inequity?
83% — % Agree
Four tensions that will drive change: 1. Do we want privacy or personalization?
misc · 2022 · industry_trends
Four tensions that will drive change: 1. Do we want privacy or personalization?
48% — Consumer agreement
Four tensions that will drive change: 2. How do we balance between care and cost?
misc · 2022 · problem_statement
Four tensions that will drive change: 2. How do we balance between care and cost?
60% — Consumer prioritization
Four tensions that will drive change: 3. ‘Organic’ vs. modified and engineered foods
misc · 2022 · industry_trends
Four tensions that will drive change: 3. ‘Organic’ vs. modified and engineered foods
50% — Consumer sentiment
Four tensions that will drive change: 4. Equitable access vs. pay for access
misc · 2022 · pain_points
Four tensions that will drive change: 4. Equitable access vs. pay for access
82% — Public sentiment on health equity
Tech enables wellness, but only for those who (can) embrace it.
misc · 2022 · scenario_analysis
Tech enables wellness, but only for those who (can) embrace it.
Tech enables better wellness outcomes for more people
misc · 2022 · context
Tech enables better wellness outcomes for more people
Can the healthcare system support wellness — for us all?
misc · 2022 · quote_slide
Can the healthcare system support wellness — for us all?
Will our food become more like medicine?
misc · 2022 · quote_slide
Will our food become more like medicine?
What role could food play in mental wellness?
misc · 2022 · quote_slide
What role could food play in mental wellness?
Can devices help us hack our way to wellness?
misc · 2022 · case_study
Can devices help us hack our way to wellness?
How precise could wellness tracking be for optimal health?
misc · 2022 · quote_slide
How precise could wellness tracking be for optimal health?
What role do people play in their own wellness?
misc · 2022 · quote_slide
What role do people play in their own wellness?
Figure 4 – risks around environment and social are expected to rise the most over the next five years
Barclays · 2024 · industry_trends
Figure 4 – risks around environment and social are expected to rise the most over the next five years
Figure 6–retail leaders view GenAI more as an opportunity than a risk
Barclays · 2024 · industry_trends
Figure 6–retail leaders view GenAI more as an opportunity than a risk
40.9% — Retail leader sentiment
Current debates show importance of core question
misc · 2022 · context
Current debates show importance of core question
Worldwide 60% BEV share by 2035 with large regional differences
misc · 2022 · market_landscape
Worldwide 60% BEV share by 2035 with large regional differences
60% — BEV share
Three possible market scenarios with different BEV shares per region
misc · 2022 · scenario_analysis
Three possible market scenarios with different BEV shares per region
100% — BEV share of new registrations
OEMs can choose between three electrification strategies
misc · 2022 · strategic_options
OEMs can choose between three electrification strategies
Six different OEM archetypes with different BEV starting points
misc · 2022 · segmentation
Six different OEM archetypes with different BEV starting points
60% — BEV market share
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