Marina Zavolock, Chief European Equity Strategist at Morgan Stanley, expresses a positive outlook towards European telecoms, software, and defense stocks, suggesting they hold potential for growth based on her modeling of equities under a Trump administration. Zavolock emphasizes the strength of dollar earners, indicating that companies involved in aerospace showcase resilience against tariffs due to their inherent pricing power. During her discussion on Bloomberg's 'The Opening Trade' with Kriti Gupta, Guy Johnson, and Anna Edwards, she underlined that these sectors align strategically with the ongoing shifts in trade policies. As global markets respond to such dynamics, investors may find opportunities within these sectors that could prove advantageous in 2023.