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EMAIL US March 2016 GLOBAL CROSS-ASSET RESEARCH MORGAN STANLEY RESEARCH Global Cross-Asset Directory Global Cross-Asset Strategy Group Who covers what, and what's where, in Morgan Stanley's global cross-asset research subscribe Neil McLeish +44 (0)20 7677 7481 Tosin Ajayi +44 (0)20 7677-9934 View by specialty Economics - 2 Rates - 3 Credit - 4 FX - 5 EM - 6 Equities - 7 Derivatives - 8 View by region N America - 10 Europe - 11 Japan - 12 Asia-Pac - 13 L America - 14 EEMEA - 15 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio Global Co-Heads subscribe email Europe Japan Elga Bartsch (EU, Germany) +44 20 7425 5434 b Elga Bartsch (EU, Germany) Chetan Ahya (Asia exJ, India) +852 2239 7812 b Daniele Antonucci (Grce,Itly,Portl, Spn) Jacob Nell (UK) Global Melanie Baker (UK) Manoj Pradhan (Global EM) +44 20 7425 3805 b Jonathan Ashworth (UK) Carmen Nuzzo Patryk Drozdzik (Global EM) +44 20 7425 7483 Marcus Gedai (UK) Pratyancha Pardeshi +44 20 7677-0528 Joao Almeida The Global Macro Analyst Central Bank watch and macro forecasts (Wed.) North America Ellen Zentner Ted Wieseman Paula Campbell Roberts Robert Rosener Michel Dilmanian +1 212 296 4882 +44 20 7677-0209 +44 20 7425-9668 +44 20 7425-6838 European Eco Weekly Key themes, forecasts, and week ahead (Fri.) US Treasuries Daily Commentary Data releases and other market events (daily) b b b b Robert A. Feldman Takeshi Yamaguchi Shoki Omori +81 3 5424 5385 b +81 3 5424 5387 b +81 3 6836-5466 Japan: Economic Data Calendar Upcoming data releases, current indicators (Fri.) Asia-Pacific Greater China Economics +852 8356 3954 The Gilt Edge UK outlook: macro, rates, FX (monthly) Junwei Sun (China, H. Kong) Sharon Lam (Korea, Taiwan) Yin Zhang (China, H. Kong) CEEMEA ASEAN, India Economics CEEMEA Macro Monitor Key themes, forecasts, and week ahead (biweekly) Chetan Ahya (Asia exJ, India) +852 2239 7812 Deyi Tan (ASEAN) +65 6834 6703 Derrick Kam (Asia exJ) +852 2239 7826 Upasana Chachra (India) +91 22 6118 2246 Jenny Zheng (China, H.Kong) +852 3963 4015 Zhixiang Su (ASEAN) +65 6834 6739 +1 212 761 3407 b Pasquale Diana (Central Europe) +44 20 7677 4183 b +1 212 761-3043 Alina Slyusarchuk (Russia) +44 20 7677 6869 b +1 212 296-5614 Ercan Erguzel +90 212 398-0223 +1 212 761-3247 Georgi Deyanov +44 20 7425 7006 US Macro Dashboard Themes, trades, and forecasts (Fri. email) US Data Watch Upcoming data commentary (Fri.) +44 20 7425 5434 +44 20 7425 8943 +7 495 287 2134 +44 20 7425 8607 +44 20 7425 1820 b b Asia-Pacific ex-Japan Macro Dashboard Themes, trades, and forecasts (biweeky email) Latin America Luis A. Arcentales (Chile, Mexico) Arthur Carvalho (Brazil) Maria Bendana Thiago d. Machado Fernando Sedano +852 2848 8927 b +852 2239 7818 b +1 212 761 4913 +55 11 3048 6272 b +1 212 296-5220 +55 11 3048-6249 +55 11 3048-6605 Asia-Pacific Weekly Preview Upcoming data releases, current indicators (Fri.) Greater China Economics Overview for China, Hong Kong and Taiwan (monthly) This Week in Latin America Key themes, forecasts, and week ahead (Mon.) 2 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio Global Matthew Hornbach subscribe email +1 212 761 1837 b Global Rates Outlook The Inflation Strategist Global inflation outlook & trade ideas (weekly) North America Anton Heese Jesper Rooth Alexander Wojt +44 20 7677 6951 b +44 20 7425 4740 +44 20 7425-3976 European Interest Rate Strategist Market views, outlook and trade ideas (weekly) The Gilt Edge UK outlook: macro, rates, FX (monthly) Matthew Hornbach +1 212 761 1837 b Chirag Mirani Guneet Dhingra Mikhail Levin Nick Kirschner +1 212 296-4971 Robert A. Feldman Koichi Sugisaki +81 3 5424 5385 b +81 3 6838 8428 Japan Interest Rates Strategy Investment strategy on JPY rates (basically monthly) JGB Auction report Market views, outlook and trade ideas (according to JGB auction date) JSDA Data Data commentary report for The Japan Securities Dealers Association's Trends in Bond Transactions (monthly) +1 212 761 1445 +1 212 761 8556 +1 212 296-5939 MBS Strategy Michael Ortiz Devan Knoetze Japan Europe +1 212 761 4212 +1 212 296-8388 US Interest Rate Strategist Market views, outlook and trade ideas (weekly) EM Rates Kewei Yang Min Dai +852 3963 0562 +44 20 7425 4381 Agency MBS Weekly Flagship publication covering Agency MBS markets (weekly) Agency MBS Brief Special topic publication on Agency MBS markets (sporadic) 3 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX view bio subscribe email N. America Credit Strategy Credit Strategy Adam Richmond Vishwas Patkar Angela Wang Meghan Robson Frederick Fuchs +1 212 761 1485 b +1 212 761 8041 +1 212 761 1353 +1 212 761 9928 +1 212 761-4839 Municipal Strategy Michael Zezas Spencer Chang Mark Schmidt +1 212 761 8609 b +1 212 296-5933 +1 212 296-8702 Credit Basis Report Analysis of Investment-Grade Credit market (weekly) Credit Derivatives Insights Analysis of Structure Credit market (various) Leveraged Finance Insights Analysis of Leveraged Credit market (varies) Muni Strategy Briefs Analysis of Municipal Credit market (varies) Structured Credit Tracker Trade ideas and market analysis (various) European Credit Strategy Srikanth Sankaran Max Blass Aron Becker +44 20 7677 2969 b +44 20 7677 9569 +44 20 7677-0754 European Credit Strategy Analysis of Investment-Grade Credit market (weekly) EM Equities Derivatives N America Europe Europe Credit Research – Financials +41 44 220 9246 b +44 20 7677-0406 Jackie Ineke Greg Case Japan Asia-Pac L America EMEA CMBS Strategy Richard Hill Jerry Chen +1 212 761 9840 +1 212 761 8591 CMBS Market Insights Market views and trade ideas (monthly) European Banks Commentary and analysis European Insurance Commentary and analysis Asia Pacific Credit Strategy Weekly Bond Tracker Commentary and analysis Kelvin Pang +852 2848-8204 Asia Credit Strategy Analysis of Credit market (weekly) Securitized Products What’s Going On In Asia Credit? Analytical package (Mon.) +1 212 761 1043 b +44 20 7677 2969 b +1 212 761 4715 +44 20 7677 0693 +1 212 761 9714 +1 212 296 8773 Vishwanath Tirupattur Srikanth Sankaran James Egan Vasundhara Goel Mia Qian Jeen Ng ABS Market Insights Market views and trade ideas (various) ABS Tracker Market views and trade ideas (various) ABS Market Brief Market views and trade ideas (various) Cross Asset Strategy Andrew Sheets Phanikiran Naraparaju Serena Tang Wanting Low +44 20 7677 2905 b +44 20 7677 5065 b +44 20 7677 1149 +44 20 7425 6841 4 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit EM subscribe email Global Hans Redeker (Glob. Co-Head) FX +44 20 7425 2430 FX Pulse Strategic views, forecasts, trade ideas (Thurs.) FX-Tract Macro and FX strategy outlook (monthly) USD FX Hedgers’ Quarterly Guide to hedging for corporates (quarterly) FX Morning Views on upcoming market events & themes (daily) FX Week Ahead Important market events in the week ahead (Mon.) AXJ FX Research (excl FXPA) All AXJ currency research Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio North America Calvin Tse Charles Rubenfeld +1 212 296 5423 b +1 212 296-5911 Europe James Lord Meena Bassily Sheena Shah +44 20 7677 3254 +44 20 7677 0031 +44 20 7677 6457 Asia-Pacific Kewei Yang Kritika Kashyap Jessica Liang +852 3963 0562 +852 2239 7179 +852 3963 3021 5 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Global Gordian Kemen Rates Credit FX EM view bio subscribe email +1 212 761-0144 FX Pulse Strategic views, forecasts, trade ideas (Thurs.) FX-Tract Macro and FX strategy outlook (monthly) USD FX Hedgers’ Quarterly Guide to hedging for corporates (quarterly) FX Morning Views on upcoming market events & themes (daily) FX Week Ahead Important market events in the week ahead (Mon.) AXJ FX Research (excl FXPA) All AXJ currency research +1 212 761-0144 Global Head of EM Strategy LatAm Macro Strategy Dara Blume N America Europe Japan Asia-Pac L America EMEA Europe James Lord +44 20 7677 3254 +44 20 7677 6671 +44 20 7677 0031 +44 20 7425 1640 +44 20 7425-4381 CEEMEA Macro Strategy Robert Tancsa EM Credit Strategy Meena Bassily CEEMEA Macro Strategy Simon Waever Min Dai Global EM Investor Market views and trade ideas (monthly) EM Profile In-depth analyses on specific market-related topics Market Technical Watch North America Gordian Kemen Equities Derivatives Real money investor market positioning (monthly) Market-Implied Policy Rate Watch Rate moves the market is pricing in (semi-weekly) +1 212 296-5786 EM Rates Kewei Yang Min Dai +852 3963 0562 +44 20 7425 4381 6 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio Global Emerging subscribe Markets email +852 2848 7288 b +852 2239 7830 Jonathan Garner Pankaj Mataney Laura Wang Yinan Zhang +852 2848-6853 +852 3963-3507 Weekly Market Monitor Valuations, technicals, and forecasts (weekly) GEMs Model Portfolio Model portfolio performance (Mon.) Equity Flows Monitor Fund flow analysis (Fri.) Graham Secker Sebastian Raedler Krupa Patel Matthew Garman Lillian Huang Asia-Pacific +44 20 7425 6188 b +44 20 7425-2025 +1 212 761 6005 Jonathan Garner +852 2848 7288 Hozefa Topiwalla (ASEAN) +65 6834 6439 Aarti Shah +65 6834-6741 Corey Ng (China/Hong Kong) +65 6834-5523 Crystal Ng +852 2239-1468 Chris Nicol (Australia) +61 3 9256-8909 Daniel Blake +61 2 9770-1579 Antony Conte +65 6834 1544 Steven Ye +61 2 9770-1513 Ridham Desai (India) +91 22 6118 2222 Sheela Rathi +91 22 6118-2224 Utkarsh Khandelwal +91 22 6118 2226 Shawn Kim (South Korea) +82 2 399 4940 Jay Lee +82 2 399-4850 Jasmine Lu (Taiwan) +886 2 2730-2870 Terence Cheng +886 2 2730-2873 +1 212 761 7201 +61 3 9256 8961 b APxJ Model Portfolio Model portfolio performance (Mon.) +44 20 7425-4013 +44 20 7425 3595 b +44 20 7425-1437 European Equity Strategy: Strategy Data Gallery Current indicators, valuations, & fund flows (Mon.) European Strategy Themes, trades, and forecasts (weekly) European Equity Strategy Chartbook Themes, trades, and model (monthly) North America Adam Parker Brian Hayes Charles Clavel Antonio Ortega Phillip Neuhart Lin Lin Yaye Aida Ba Allison Rabkin Golden Europe +1 212 761 1755 b +1 212 761 7991 +1 212 761 6758 +1 212 761 4783 +1 212 761 8584 +1 212 761 1821 +1 212 761 6537 Commodities Adam Longson Stefan Revielle Elizabeth Volynsky Joel Crane +1 212 761 4061 Commodities Manual Market views, performance, forecasts (Mon.) ASEAN Equity Strategy Weekly Market views, fund flows, current indicators (Fri.) U.S. Equity Strategy: Monthly Strategy Guide Market views, themes & portfolio (monthly) Commodities Snapshots Market views, performance, forecasts (monthly) India Strategy Sector Rotation Chartbook Model portfolio performance & indicators (monthly) Latin America Metal Sparks Asia Pacific commodities (various) Guilherme Paiva Cesar Medina Nikolaj Lippmann Regiane Yamanari +1 212 761 3023 b b b b b b +1 212 761 8295 b +1 212 761 7027 +55 55 5282 6778 +55 55 5282 6295 LatAm Equity Strategy: Weekly Stock Guide Valuations, screens, and indicators (Mon.) Brazil Equity Strategy Themes, trades & model changes (weekly) 7 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio Credit Derivatives Vishwas Patkar subscribe email +1 212 761 8041 Credit Derivatives Insights Analysis of Structure Credit market (various) Structured Credit Tracker Trade ideas and market analysis (various) Rates Derivatives Nick Kirschner +1 212 296-5939 8 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA Analyst Teams by Geographic Location 9 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Economics Credit FX view bio subscribe email +1 212 296 4882 +1 212 761 3407 b +1 212 761-3043 +1 212 296-5614 +1 212 761-3247 Ellen Zentner Ted Wieseman Paula Campbell Roberts Robert Rosener Michel Dilmanian US Macro Dashboard US Treasuries Daily Commentary US Data Watch Latin America Economics Luis A. Arcentales (Chile, Mexico) +1 212 761 4913 Maria Bendana +1 212 296-5220 This Week in Latin America Key themes, forecasts, and week ahead (Mon.) Equities Strategy Guilherme Paiva +1 212 761 8295 b Cesar Medina +1 212 761 7027 LatAm Equity Strategy: Weekly Stock Guide Valuations, screens, and indicators (Mon.) Brazil Equity Strategy Themes, trades & model changes (weekly) Interest Rates Strategy Matthew Hornbach Chirag Mirani Michael Ortiz Guneet Dhingra Devan Knoetze Mikhail Levin Nick Kirschner US Interest Rate Strategist Agency MBS Weekly Agency MBS Insights +1 212 761 1837 b +1 212 296-4971 +1 212 761 4212 +1 212 761 1445 +1 212 296-8388 +1 212 761 8556 +1 212 296-5939 EM Equities Derivatives N America Europe EM Strategy Gordian Kemen Dara Blume IG Credit Structured Credit +1 212 761 8041 +1 212 761 1353 High Yield Credit Adam Richmond Meghan Robson Frederick Fuchs +1 212 761 1485 b +1 212 761 9928 +1 212 761-4839 +1 212 761 8609 b +1 212 296-5933 +1 212 296-8702 Credit Basis Report Analysis of Investment-Grade Credit market (weekly) Leveraged Finance Insights Analysis of Leveraged Credit market (varies) Muni Strategy Briefs Analysis of Municipal Credit market (varies) EMEA Vishwanath Tirupattur Richard Hill James Egan Jerry Chen Mia Qian Jeen Ng Srikanth Sankaran +1 212 761 1043 b +1 212 761 9840 +1 212 761 4715 +1 212 761 8591 +1 212 761 9714 +1 212 296 8773 +44 20 7677 2969 b ABS Market Brief Market views and trade ideas (various) CMBS Strategy Richard Hill Jerry Chen +1 212 761 9840 +1 212 761 8591 Adam Parker Brian Hayes Charles Clavel Antonio Ortega Phillip Neuhart Lin Lin Yaye Aida Ba Allison Rabkin Golden +1 212 +1 212 +1 212 +1 212 +1 212 +1 212 +1 212 +1 212 761 761 761 761 761 761 761 761 1755 7991 6758 4783 8584 1821 6537 3023 b U.S. Equity Strategy: Monthly Strategy Guide Market views, themes & portfolio (monthly) Commodities Credit Derivatives Vishwas Patkar L America Equities Strategy Municipal Strategy Michael Zezas Spencer Chang Mark Schmidt Asia-Pac Securitized Products +1 212 761-0144 +1 212 296-5786 Credit Strategy Vishwas Patkar Angela Wang Japan +1 212 761-8041 Credit Derivatives Insights Analysis of Structure Credit market (various) Adam Longson Stefan Revielle Elizabeth Volynsky +1 212 761 4061 +1 212 761 6005 +1 212 761 7201 Commodities Manual Market views, performance, forecasts (Mon.) Commodities Snapshots Market views, performance, forecasts (monthly) FX Strategy Calvin Tse Charles Rubenfeld FX-Tract +1 212 296 5423 b +1 212 296-5911 10 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates FX view bio subscribe email Global Economics Manoj Pradhan (Global EM) Patryk Drozdzik (Global EM) Pratyancha Pardeshi Credit +44 20 7425 3805 b +44 20 7425 7483 +44 20 7677-0528 European Economics Elga Bartsch (EU, Germany) Daniele Antonucci (Grce,Itly,Portl, Spn) Jacob Nell (UK) Melanie Baker (UK) Jonathan Ashworth (UK) Carmen Nuzzo Marcus Gedai (UK) +44 20 7425 5434 +44 20 7425 8943 +7 495 287 2134 +44 20 7425 8607 +44 20 7425 1820 +44 20 7677-0209 +44 20 7425-9668 b b b b European Eco Weekly Key themes, forecasts, and week ahead (Fri.) The Gilt Edge UK outlook: macro, rates, FX (monthly) CEEMEA Pasquale Diana (Central Europe) Alina Slyusarchuk (Russia) Ercan Erguzel Georgi Deyanov +44 20 7677 4183 b +44 20 7677 6869 b +90 212 398-0223 +44 20 7425 7006 CEEMEA Macro Monitor Key themes, forecasts, and week ahead (biweekly) EM Equities Derivatives N America Europe Japan +44 20 7677 6951 b +44 20 7425-4740 +44 20 7425-3976 European Interest Rate Strategist Market views, outlook and trade ideas (weekly) The Gilt Edge UK outlook: macro, rates, FX (monthly) Credit Strategy Srikanth Sankaran Max Blass Aron Becker +44 20 7677 2969 b +44 20 7677 9569 +44 20 7677-0754 European Credit Strategy Analysis of Investment-Grade Credit market (weekly) EMEA Hans Redeker +44 20 7425 2430 Global Head of FX James Lord Meena Bassily Sheena Shah Min Dai +44 20 7677 3254 +44 20 7677 0031 +44 20 7677-6457 +44 20 7425-4381 FX Pulse Strategic views, forecasts, trade ideas (Thurs.) FX-Tract Macro and FX strategy outlook (monthly) FX Morning Views on upcoming market events & themes (daily) FX Week Ahead Important market events in the week ahead (Mon.) Global Co-Head of EM Strategy Credit Research – Financials Jackie Ineke Greg Case L America FXEM Strategy Interest Rates Strategy Anton Heese Jesper Rooth Alexander Wojt Asia-Pac +41 44 220 9246 b +44 20 7677-0406 European Banks Commentary and analysis European Insurance Commentary and analysis Robert Tancsa Simon Waever +44 20 7677 6671 +44 20 7425 1640 Global EM Investor Market views and trade ideas (monthly) Market Technical Watch Real money investor market positioning (monthly) Market-Implied Policy Rate Watch Rate moves the market is pricing in (semi-weekly) Equities Cross Asset Strategy Andrew Sheets Phanikiran Naraparaju Serena Tang Wanting Low +44 20 7677 +44 20 7677 +44 20 7677 +44 20 7425 2905 b 5065 b 1149 6841 SPG Strategy Srikanth Sankaran Vasundhara Goel +44 20 7677 2969 b +44 20 7677 0693 Graham Secker Sebastian Raedler Krupa Patel Matthew Garman Lillian Huang +44 20 7425 6188 b +44 20 7425-2025 +44 20 7425-4013 +44 20 7425 3595 b +44 20 7425-1437 European Equity Strategy: Strategy Data Gallery Current indicators, valuations, & fund flows (Mon.) European Strategy Themes, trades, and forecasts (weekly) European Equity Strategy Chartbook Themes, trades, and model (monthly) 11 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio subscribe email Economics Robert A. Feldman Takeshi Yamaguchi Shoki Omori +81 3 5424 5385 b +81 3 5424 5387 b +81 3 6836-5466 Japan: Economic Data Calendar Upcoming data releases, current indicators (Fri.) Interest Rates Strategy Robert A. Feldman Koichi Sugisaki +81 3 5424 5385 b +81 3 6838 8428 Japan Interest Rates Strategy Investment strategy on JPY rates (basically monthly) JGB Auction report Market views, outlook and trade ideas (according to JGB auction date) JSDA Data Data commentary report for The Japan Securities Dealers Association's Trends in Bond Transactions (monthly) 12 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio Economics subscribe email Kelvin Pang Greater China Economics Junwei Sun (China, H. Kong) Sharon Lam (Korea, Taiwan) Yin Zhang (China, H. Kong) +852 8356 3954 +852 2848 8927 b +852 2239 7818 b Asia-Pacific ex-Japan Macro Dashboard Themes, trades, and forecasts (biweeky email) Asia-Pacific Weekly Preview Upcoming data releases, current indicators (Fri.) Greater China Economics Overview for China, Hong Kong and Taiwan (monthly) +852 2848-8204 Asia Credit Strategy Analysis of Credit market (weekly) What’s Going On In Asia Credit? Analytical package (Mon.) ASEAN, India Economics Chetan Ahya (Asia exJ, India) +852 2239 7812 Deyi Tan (ASEAN) +65 6834 6703 Derrick Kam (Asia exJ) +852 2239 7826 Upasana Chachra (India) +91 22 6118 2246 Jenny Zheng (China, H.Kong) +852 3963 4015 Zhixiang Su (ASEAN) +65 6834-6739 Equities Strategy Asia Credit Strategy b b AXJ FX Probability Analyzer Exchange rates implied by the FX option market (Tue.) FXEM Strategy Kewei Yang Kritika Kashyap Jessica Liang +852 3963 0562 +852 2239 7179 +852 3963 3021 FX Pulse Strategic views, forecasts, trade ideas (Thurs.) Jonathan Garner +852 2848 7288 Hozefa Topiwalla (ASEAN) +65 6834 6439 Aarti Shah +65 6834-6741 Corey Ng (China/Hong Kong) +65 6834-5523 Crystal Ng +852 2239-1468 Chris Nicol (Australia) +61 3 9256-8909 Daniel Blake +61 2 9770-1579 Antony Conte +65 6834 1544 Steven Ye +61 2 9770-1513 Ridham Desai (India) +91 22 6118 2222 Sheela Rathi +91 22 6118-2224 Utkarsh Khandelwal +91 22 6118 2226 Shawn Kim (South Korea) +82 2 399 4940 Jay Lee +82 2 399-4850 Jasmine Lu (Taiwan) +886 2 2730-2870 Terence Cheng +886 2 2730-2873 b b b b b b APxJ Model Portfolio Model portfolio performance (Mon.) Australia Equity Strategy Chris Nicol Daniel Blake Antony Conte Steven Ye ASEAN Equity Strategy Weekly Market views, fund flows, current indicators (Fri.) +61 3 9256-8909 +61 2 9770-1579 India Strategy Sector Rotation Chartbook Model portfolio performance & indicators (monthly) +61 2 9770-1544 +61 2 9770-1513 Commodities Joel Crane +61 3 9256 8961 b Metal Sparks Asia Pacific commodities (various) 13 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio Economics Arthur Carvalho (Brazil) Thiago d. Machado Fernando Sedano subscribe email +55 11 3048 6272 b +55 11 3048-6249 +55 11 3048-6605 This Week in Latin America Key themes, forecasts, and week ahead (Mon.) Equities Strategy Nikolaj Lippmann Regiane Yamanari +55 55 5282 6778 +55 55 5282 6295 LatAm Equity Strategy: Weekly Stock Guide Valuations, screens, and indicators (Mon.) Brazil Equity Strategy Themes, trades & model changes (weekly) 14 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Home Economics Rates Credit FX EM Equities Derivatives N America Europe Japan Asia-Pac L America EMEA view bio Equity Strategy Andrea Masia Mary Curtis subscribe email +27 11 282-1593 +27 11 282-8139 15 MORGAN STANLEY RESEARCH Global Cross-Asset Directory March 2016 Disclosures For important information and disclosures regarding specific companies, derivatives, or other instruments discussed in this e-mail, please refer to latest research report, if attached and/or hyperlinked to this email, or by logging on to Equity Research via Morgan Stanley's Client Link portal at http://www.morganstanley.com. You may also refer to the Morgan Stanley Research Disclosure Website at www.morganstanley.com/researchdisclosures. 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