For investment options, she referred to the firm's survey of China stocks the investment bank's analysts already cover.
Morgan Stanley's basket of bear case stocks only includes overweight-rated names with a dividend yield above 4% this year.
The companies must not be on Morgan Stanley's lists of stocks at a disadvantage from Republican policy and supply chain diversification.
Morgan Stanley expects Tingyi's earnings per share to grow 12% this year and 11% in 2025.
Sinotruk earnings can grow 18% this year and 17% next year, according to Morgan Stanley estimates.
Persons:
Morgan Stanley, Laura Wang, Morgan Stanley's, Morgan Stanley's Wang, Morningstar, Claire Liang, Liang, Donald Trump, Trump
Organizations:
Kong, PepsiCo, Services, Cosco Shipping Energy Transportation, China, CNBC, Republican Party, U.S . Congress
Locations:
China, Hong Kong, Asia, Europe, Mexico