Tech, Media & Telecom 2020

Will 5G Supercharge Smartphone Sales?

Feb 28, 2020

With 5G rolling out in major markets, consumers now have big incentive to upgrade their smartphones. This could create a virtuous cycle where more 5G devices spur more 5G investments.

Research

Will 5G Supercharge Smartphone Sales?

Feb 28, 2020

With 5G rolling out in major markets, consumers now have big incentive to upgrade their smartphones. This could create a virtuous cycle where more 5G devices spur more 5G investments.

Research

Taming the Wild Precincts of Global E-Commerce

Feb 28, 2020

The proliferation of counterfeits and fake information on giant online retail platforms could drive a $20 billion addressable market in vendor verification.

Research

5G Towers Send Strong Signals to Investors

Mar 2, 2020

Buy the towercos, instead of the telecoms? Growing mobile demand and rollouts of 5G could make the business models of independent tower companies an attractive draw.

Ideas

A New Space Economy on the Edge of Liftoff

Join Morgan Stanley as we explore the market forces, technology and imagination driving the new Space Age. Just as the elevator changed real estate, will the reusable rocket bring opportunities we can’t yet imagine?

Research

The Shift Toward Consumer-Generated Electricity

Oct 7, 2019

More people around the world are considering new technologies to generate their own electricity. Why this new trend means disruption—and opportunity—for utilities.

Research

An Industrial Revolution at the Tipping Point

Aug 5, 2019

The pace of technological change in AI, robotics and industrial software is breathtaking but still tricky to navigate. A look at how investors can play this rapidly developing theme.

Research

Big Tech’s Big Role Driving EV Adoption

Oct 2, 2019

Why big tech and ride-sharing firms may have an opportunity to drive electric vehicle adoption in the fight against carbon emissions and climate change.

Tech, Media & Telecom 2020: The Edge of Acceleration

Can Food Delivery Apps Deliver Profits for Investors?

Media 2020: Searching for Life Beyond the Bundle

Will 5G Supercharge Smartphone Sales?

Will 5G Supercharge Smartphone Sales?

Taming the Wild Precincts of Global E-Commerce

5G Towers Send Strong Signals to Investors

A New Space Economy on the Edge of Liftoff

The Shift Toward Consumer-Generated Electricity

An Industrial Revolution at the Tipping Point

Big Tech’s Big Role Driving EV Adoption

European Telcos Build for Speed

What's Ahead for Tech, Media and Telecom in 2020?

Europe’s Move to Protect Online Shoppers

Is 'New Stack' the Future of Business Software?

The Shift Toward Consumer-Driven Energy

EU Media Faces the Great Restructuring

The Legacy of Alexander Hamilton

Yes, You Can Be a Tech Innovator at Morgan Stanley

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