Morgan Stanley’s Wang Ying: Three Sectors Beyond Tech Open Up for Investment

Cointime reports: Morgan Stanley China chief strategist Wang Ying said on Nov. 10 that investors should not assume the long-term strategic rivalry between the G2 will ease because Democrats regained control of Congress. She advised against abandoning tech entirely but focusing on domestic-substitution plays with high market share rather than export-oriented names. Beyond tech, she flagged consumer electronics and appliances, environmental protection and green energy, and transport, airlines, downstream chemicals and biopharma.