https://www.scmp.com/rss/522618/feed The latest news and top stories on Laura Wang, Chief China Equity Strategist at Morgan Stanley. A highly-regarded expert in Chinese equities, she covers both onshore A-share and offshore markets. Her responsibilities involve analysing investment trends, risks and opportunities within China. She has highlighted substantial net buying by global long-only funds into Chinese stocks and provides commentary on policy and technological advancements. With a background from Harvard Business School and... en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Zhang Shidong,Yulu Ao Zhang Shidong,Yulu Ao The prospect of a meeting between President Xi Jinping and US counterpart Donald Trump has become a focal point for investors seeking some reassurance on growth and stability as the conflict in the Middle East dampens appetite for risk. Investors are awaiting clarity on the summit, viewing it as a potential sign of cooperation that could steady mainland China and Hong Kong equities. The meeting had been scheduled for the end of the month, but the White House said it would be postponed by five or... https://www.scmp.com/business/china-business/article/3346991/investors-eye-xi-trump-summit-direction-hong-kong-china-stocks-shaken-conflict?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3346991/investors-eye-xi-trump-summit-direction-hong-kong-china-stocks-shaken-conflict?utm_source=rss_feed Wed, 18 Mar 2026 06:59:48 +0000 Zhang Shidong Zhang Shidong Chinese stocks are emerging as a potential refuge for global investors seeking to steer clear of volatility tied to artificial intelligence trades, as policy support remains firm and signs of reflation begin to surface, according to global investment banks. A proprietary sentiment gauge tracking China’s yuan-denominated shares had improved over the past two weeks, Morgan Stanley said. The measure, compiled by the US bank from 12 indicators including turnover, margin balances and foreign passive... https://www.scmp.com/business/markets/article/3344853/china-stocks-shield-investors-ai-turbulence-ahead-key-meeting?utm_source=rss_feed https://www.scmp.com/business/markets/article/3344853/china-stocks-shield-investors-ai-turbulence-ahead-key-meeting?utm_source=rss_feed Fri, 27 Feb 2026 07:38:56 +0000 Zhang Shidong Zhang Shidong After a year-long rally in Chinese stocks powered by multiple expansion as confidence recovered, investors now say that the bull run could find fresh legs in 2026 – this time underpinned by stronger earnings growth. Supportive macro policy, the push for technological self-reliance and Beijing’s effort to retire obsolete capacity in parts of the green industry are expected to lift margins and profits. That would make earnings, not valuation, the key driver for equities in the year ahead. With... https://www.scmp.com/business/china-business/article/3337753/hope-hard-numbers-why-china-stocks-will-need-profits-boost-bull-run?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3337753/hope-hard-numbers-why-china-stocks-will-need-profits-boost-bull-run?utm_source=rss_feed Sat, 27 Dec 2025 02:00:08 +0000 Peggy Ye Peggy Ye Global business sentiment towards China improved in the third quarter of 2025, led by a sharp rebound among US companies, but growing concerns in Japan over tensions with Beijing over Taiwan are dragging on the overall outlook, according to a Morgan Stanley report. The US investment bank’s AlphaWise Global MNC China Sentiment Index rose three points to 31, placing sentiment in the “slightly positive” range and signalling a gradual recovery in confidence towards operating and expanding in... https://www.scmp.com/business/china-business/article/3335025/us-lifts-china-sentiment-tensions-cloud-outlook-japan-report-says?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3335025/us-lifts-china-sentiment-tensions-cloud-outlook-japan-report-says?utm_source=rss_feed Wed, 03 Dec 2025 09:00:09 +0000 Zhang Shidong Zhang Shidong China’s stocks will post moderate gains in 2026, maintaining momentum after a torrid run-up that placed them among the world’s best performers this year, according to Morgan Stanley. The MSCI China Index, a gauge of the nation’s major companies trading both domestically and overseas, could finish at 90 by the end of next year, implying a 3.4 per cent gain from its current level, analysts led by Laura Wang at the US investment bank said in a report over the weekend. Morgan Stanley said its... https://www.scmp.com/business/china-business/article/3333053/morgan-stanley-predicts-mild-gains-china-stocks-2026-blistering-rally-cools?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3333053/morgan-stanley-predicts-mild-gains-china-stocks-2026-blistering-rally-cools?utm_source=rss_feed Mon, 17 Nov 2025 05:30:07 +0000 Zhang Shidong Zhang Shidong Investors should consider buying into the pullback in Chinese stocks, even as a rotation from household savings to equities stalls and the world’s two largest economies are locked in a renewed trade dispute, according to Morgan Stanley. A 10 to 15 per cent correction in the MSCI China Index would present a buying opportunity, especially amid signs that a meeting between Chinese President Xi Jinping and his US counterpart Donald Trump would still take place by the end of the month, as well as a... https://www.scmp.com/business/china-business/article/3329363/morgan-stanley-issues-dip-buying-call-chinese-stocks-even-savings-rotation-slows?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3329363/morgan-stanley-issues-dip-buying-call-chinese-stocks-even-savings-rotation-slows?utm_source=rss_feed Fri, 17 Oct 2025 06:16:51 +0000 Yulu Ao Yulu Ao US investors are showing the highest level of interest in Chinese stocks in five years, and their return to China’s market is just “starting” despite some lingering reasons for caution, according to Morgan Stanley. More than 90 per cent of investors had “explicit willingness to increase their exposure to China’s market, the highest level since early 2021 when China’s equity market peaked”, the US bank said in a report on Thursday. They were especially interested in areas such as humanoid... https://www.scmp.com/business/china-business/article/3325139/chinese-stocks-90-us-investors-set-increase-exposure-morgan-stanley-says?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3325139/chinese-stocks-90-us-investors-set-increase-exposure-morgan-stanley-says?utm_source=rss_feed Thu, 11 Sep 2025 06:00:21 +0000 Aileen Chuang Aileen Chuang Hong Kong dollar stablecoins could become a key link between China’s digital yuan and top global digital assets, potentially transforming cross-border investment and accelerating yuan internationalisation, according to Morgan Stanley. Local currency-backed stablecoins could provide a pathway for mainland China’s e-CNY – the country’s only legal digital currency backed by the government – to gain a foothold globally while advancing Beijing’s drive to internationalise its currency and counter US... https://www.scmp.com/business/banking-finance/article/3322322/hong-kongs-stablecoin-law-holds-promise-e-cny-cross-border-flows-morgan-stanley?utm_source=rss_feed https://www.scmp.com/business/banking-finance/article/3322322/hong-kongs-stablecoin-law-holds-promise-e-cny-cross-border-flows-morgan-stanley?utm_source=rss_feed Tue, 19 Aug 2025 23:30:07 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma Mainland Chinese shares hit the highest in a decade amid appealing valuations and meagre interest rates driving savers into the stock market. The Shanghai Composite Index has climbed 11 per cent this year and 36 per cent from a low in September. The gauge is on pace for four straight monthly gains for the first time since the end of 2021, even with a slight retreat on Tuesday. Traditionally cautious Chinese savers have turned to stocks after the interest rate on one-year bank deposits fell below... https://www.scmp.com/plus/article/3322350/china-stocks-reach-10-year-high-savers-seek-escape-low-rates?utm_source=rss_feed https://www.scmp.com/plus/article/3322350/china-stocks-reach-10-year-high-savers-seek-escape-low-rates?utm_source=rss_feed Tue, 19 Aug 2025 09:03:33 +0000 Zhang Shidong Zhang Shidong Foreign inflows to Chinese stocks will probably continue after the summer, as a regulatory push to boost shareholder returns, appealing valuations and rising expectations of interest-rate cuts in the US lure investors, according to Morgan Stanley. The rotation back to Chinese stocks was expected to be “stronger” after two consecutive months of net buying by global long-only funds, analysts led by Laura Wang at the US investment bank said in a report on Friday. Long-only funds poured US$2.7... https://www.scmp.com/business/china-business/article/3321447/chinese-stocks-foreign-inflows-gathering-steam-morgan-stanley-says?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3321447/chinese-stocks-foreign-inflows-gathering-steam-morgan-stanley-says?utm_source=rss_feed Mon, 11 Aug 2025 09:30:08 +0000