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Morgan Stanley picks stocks amid supply chain crisis

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Cargo containers sit stacked on a ship on November 22, 2021 in Bayonne, New Jersey.

Spencer Platt | Getty Images

Morgan Stanley said most acute supply chain disruptions are already easing and will be more fully resolved within the first half of 2022. 

That’s the base case the investment bank laid out in a recent report assessing the global supply chain, its risks and chokepoints.

This year’s supply chain crisis has hit companies hard as bottlenecks built up and industrial production failed to meet a post-pandemic spike in demand. Energy shortages in China and Europe, as well as Covid-related lockdowns, have contributed to the huge squeeze in supply chains.

Supply chains remain vulnerable,…



Source cnbc.com

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