TOPIC

/ company

Morgan Stanley

The latest news, analysis and opinion on Morgan Stanley. In-depth analysis, industry insights and expert opinion.

Chairman / President

James P. Gorman

CEO / Managing Director

Ted Pick

CFO / Finance Director

Sharon Yeshaya

Industry

Financial services

Website

morganstanley.com

Headquarters address

1585 Broadway, New York, NY 10036, United States

Stock Code

NYSE:MS

Year founded

1935

People walk below a large screen displaying the latest stock exchange and economic data in Shanghai on January 6. Photo: EPA

China stock market

Macroscope | Chinese stocks could be biggest winner of Venezuela fallout

Amid rising fears over an AI bubble and geopolitical strife, China’s push for self-reliance has left it more insulated from global storms.

2 hours agovideocam

Hong Kong property

Hong Kong’s Sino Land and Great Eagle secure Kowloon site for US$206 million

7 Jan 2026 - 10:04PM

Hong Kong property

Hong Kong developers rush new flats as sentiment lifts, pressuring recovery

8 Jan 2026 - 10:00AM

Hong Kong property

Morgan Stanley lifts Hong Kong property to ‘attractive’ as stars align

City’s home prices are expected to rise around 10 per cent in 2026, with an ongoing rebound heralding the start of a new upcycle.

6 Jan 2026 - 5:28PM

Hong Kong’s property sector is at the beginning of an upcycle, with prices likely to trend higher this year, according to Morgan Stanley. Photo: Dickson Lee

Banking & finance

Citic Securities claims top spot in Asia-Pacific investment banking for 2025

Chinese rivals fill out the rest of the top five, while US bank Morgan Stanley comes in sixth.

6 Jan 2026 - 8:56PM

Banking & finance

Macroscope | What to expect from Chinese stocks in 2026

While the underperformance of Chinese equities in the last financial quarter warrants scrutiny, overall gains are likely to continue in 2026.

1 Jan 2026 - 5:27PMvideocam

IPO

China AI start-up MiniMax kicks off US$538 million Hong Kong IPO

Start of Shanghai-based company’s share sale follows launch of rival Zhipu’s US$560 million IPO a day earlier.

31 Dec 2025 - 11:20AM

The company said it would start trading under stock code 0100 on January 9, with pricing expected on January 7. Photo: Shutterstock

Greater Bay Area

Greater Bay Area assets poised to lead surge in China’s expanding C-REIT market

By the end of last month, China had nearly 80 C-REITs, raising a total of over US$28.3 billion, according to Cushman & Wakefield.

28 Dec 2025 - 11:30AM

Hong Kong society

Hong Kong’s Operation Santa Claus boosted by Morgan Stanley’s enduring support

Firm on course for its 10th successive year as charity’s top corporate supporter, raising millions for local causes and Tai Po fire recovery.

29 Dec 2025 - 10:08AM

China stock market

From hope to hard numbers: China stocks will need profits to boost the bull run

Chinese shares surged in 2025 on a confidence-led re-rating – strategists now say the next leg in 2026 will hinge on an earnings uplift.

27 Dec 2025 - 10:00AM

Earnings, and not valuations, will be the main booster for China’s equities in the year ahead. Illustration: Henry Wong

Banking & finance

Macroscope | Why Wall Street remains bullish on China amid economic slowdown

Just because fund managers were too bearish on China doesn’t mean their concerns were misplaced – economic fundamentals matter.

26 Dec 2025 - 7:50AMvideocam

People walk across a bridge with a display showing the latest stock exchange and economic data in Shanghai, on November 28. Photo: EPA

Hong Kong society

Charity vows to give every Hong Kong fire-affected child a new toy

Kids4Kids also strives to promote ‘three Cs’ – creativity, character and community – to help children become future changemakers.

25 Dec 2025 - 4:35PM

Gold in Hong Kong

Golden era: prices surge as rally on track for US$5,000 in 2026, analysts say

Rate cuts, geopolitical tensions and central banks’ buying spree push gold prices up by 72 per cent in 2025 – the biggest annual jump ever.

25 Dec 2025 - 9:30AM

China trade

China’s record trade surplus could prompt protectionist response in 2026: report

American researchers say restrictions on Chinese imports could help create complications for Beijing’s economic growth target next year.

22 Dec 2025 - 11:00PM

Vehicles awaiting export at Nanjing Port in China’s eastern Jiangsu province. Photo: AFP

China exports

China’s rare earth magnet exports to EU jump nearly 60% as approvals take effect

Shipments of permanent magnets to Europe saw a large increase in November, as Beijing begins granting general licences for rare earth exports.

22 Dec 2025 - 7:31PM

A rare-earth magnetic bar at NEO magnetic plant in Narva, Estonia. Photo: Xinhua

Robotics

Building a humanoid robot without China? Then you better bring a bigger wallet

China has issued five times the number of patents related to humanoid robots than the US, says Morgan Stanley.

21 Dec 2025 - 7:30AM

Artificial intelligence

Macroscope | Fears of an AI bubble in Asian stock markets are misplaced

The concentration risk so prevalent elsewhere is mitigated in Asia by a diverse equity landscape and the unique strengths in China.

18 Dec 2025 - 4:30PMvideocam

China trade

China bets big on copper processing, but ‘weaponisation’ risks are low: analysts

Beijing views copper as critical for EVs and AI, but a reliance on imported ore limits China’s ability to use the strategic metal as leverage.

17 Dec 2025 - 6:00PMvideocam

A coil of copper rod sits on the production line for copper flat wire at a factory in China’s Jiangxi province in August. Photo: Reuters

China consumption

‘Invest in people’: how a new slogan signals a pivot in China’s economic policy

Beijing is expected to strengthen investment in welfare, pensions, education and other public services to unleash domestic demand, analysts say.

17 Dec 2025 - 11:00AM

Hong Kong stock market

China grid-equipment maker Sieyuan eyes Hong Kong listing after 665% surge

Sieyuan plans to issue new H shares equal to up to 15 per cent of its outstanding stock, as the company fast tracks global expansion.

17 Dec 2025 - 6:00AM

Robotics

Why Japan’s robotic pioneers are ceding the humanoid stage to China and the US

Japan’s university system has long centred on engineering faculties led by manufacturing, resulting in a relative shortage of AI talent.

14 Dec 2025 - 2:03PM

Kawasaki’s humanoid robot Kaleido takes out the rubbish as crowds watch during the IREX show in Tokyo. Photo: Wency Chen

US-China trade war

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

Despite Trump easing curbs, domestic chipmakers expected to remain central to Beijing’s tech ambitions.

11 Dec 2025 - 9:00PMvideocam

The chip industry remains a crucial battleground in the US-China tech rivalry, with the high-end market still dominated by American, Japanese and European companies Photo: Shutterstock Images

Artificial intelligence

Opinion | Why 2026 will be the year AI hype collides with reality

The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals.

7 Dec 2025 - 8:30PMvideocam

China technology

China’s regions roll out 5-year plan priorities, with tech topping the list

Following Beijing’s proposals for its next half-decade of policymaking, localities are following suit, with a focus on emerging fields.

5 Dec 2025 - 8:00PMvideocam

Wealth management

China’s rich step up offshore bets as gold and insurance gain favour

China’s wealthy are shifting more of their portfolios offshore, as they seek to hedge slowing growth, policy risks and low yields at home.

4 Dec 2025 - 7:00PM

As economic headwinds persist, China’s wealthy are becoming more cautious, using gold and insurance to preserve capital. Photo: XInhua

China’s private sector

US lifts China sentiment, but tensions cloud outlook in Japan: report

Global confidence in China ticked higher in the third quarter, Morgan Stanley says, driven by US companies and policy support in Beijing.

3 Dec 2025 - 5:16PM

Global business sentiment towards China improved in the third quarter of 2025. Photo: Xinhua

China property

UBS predicts 2.4 million China property foreclosures as loan defaults rise

Apartments seized from small businesses could reach more than 2.4 million by 2027, according to UBS’ John Lam.

3 Dec 2025 - 9:30AMvideocam

Artificial intelligence

ByteDance-powered AI phone snapped up by consumers keen to try agentic assistant

The joint effort is the latest example of China’s advantages in combining AI capabilities with conventional consumer gadgets.

2 Dec 2025 - 7:00PM

Help preserve 120 years of quality journalism.

SUPPORT NOW

Morgan Stanley

.css-1m2rp1p{color:#34b8b5;}Macroscope | Chinese stocks could be biggest winner of Venezuela fallout

Amid rising fears over an AI bubble and geopolitical strife, China’s push for self-reliance has left it more insulated from global storms.

Hong Kong’s Sino Land and Great Eagle secure Kowloon site for US$206 million

Hong Kong developers rush new flats as sentiment lifts, pressuring recovery

Morgan Stanley lifts Hong Kong property to ‘attractive’ as stars align

City’s home prices are expected to rise around 10 per cent in 2026, with an ongoing rebound heralding the start of a new upcycle.

Citic Securities claims top spot in Asia-Pacific investment banking for 2025

Chinese rivals fill out the rest of the top five, while US bank Morgan Stanley comes in sixth.

Macroscope | What to expect from Chinese stocks in 2026

While the underperformance of Chinese equities in the last financial quarter warrants scrutiny, overall gains are likely to continue in 2026.

China AI start-up MiniMax kicks off US$538 million Hong Kong IPO

Start of Shanghai-based company’s share sale follows launch of rival Zhipu’s US$560 million IPO a day earlier.

Greater Bay Area assets poised to lead surge in China’s expanding C-REIT market

By the end of last month, China had nearly 80 C-REITs, raising a total of over US$28.3 billion, according to Cushman & Wakefield.

Hong Kong’s Operation Santa Claus boosted by Morgan Stanley’s enduring support

Firm on course for its 10th successive year as charity’s top corporate supporter, raising millions for local causes and Tai Po fire recovery.

From hope to hard numbers: China stocks will need profits to boost the bull run

Chinese shares surged in 2025 on a confidence-led re-rating – strategists now say the next leg in 2026 will hinge on an earnings uplift.

Macroscope | Why Wall Street remains bullish on China amid economic slowdown

Just because fund managers were too bearish on China doesn’t mean their concerns were misplaced – economic fundamentals matter.

Charity vows to give every Hong Kong fire-affected child a new toy

Kids4Kids also strives to promote ‘three Cs’ – creativity, character and community – to help children become future changemakers.

Golden era: prices surge as rally on track for US$5,000 in 2026, analysts say

Rate cuts, geopolitical tensions and central banks’ buying spree push gold prices up by 72 per cent in 2025 – the biggest annual jump ever.

China’s record trade surplus could prompt protectionist response in 2026: report

American researchers say restrictions on Chinese imports could help create complications for Beijing’s economic growth target next year.

China’s rare earth magnet exports to EU jump nearly 60% as approvals take effect

Shipments of permanent magnets to Europe saw a large increase in November, as Beijing begins granting general licences for rare earth exports.

Building a humanoid robot without China? Then you better bring a bigger wallet

China has issued five times the number of patents related to humanoid robots than the US, says Morgan Stanley.

Macroscope | Fears of an AI bubble in Asian stock markets are misplaced

The concentration risk so prevalent elsewhere is mitigated in Asia by a diverse equity landscape and the unique strengths in China.

China bets big on copper processing, but ‘weaponisation’ risks are low: analysts

Beijing views copper as critical for EVs and AI, but a reliance on imported ore limits China’s ability to use the strategic metal as leverage.

‘Invest in people’: how a new slogan signals a pivot in China’s economic policy

Beijing is expected to strengthen investment in welfare, pensions, education and other public services to unleash domestic demand, analysts say.

China grid-equipment maker Sieyuan eyes Hong Kong listing after 665% surge

Sieyuan plans to issue new H shares equal to up to 15 per cent of its outstanding stock, as the company fast tracks global expansion.

Why Japan’s robotic pioneers are ceding the humanoid stage to China and the US

Japan’s university system has long centred on engineering faculties led by manufacturing, resulting in a relative shortage of AI talent.

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

Despite Trump easing curbs, domestic chipmakers expected to remain central to Beijing’s tech ambitions.

Opinion | Why 2026 will be the year AI hype collides with reality

The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals.

China’s regions roll out 5-year plan priorities, with tech topping the list

Following Beijing’s proposals for its next half-decade of policymaking, localities are following suit, with a focus on emerging fields.

China’s rich step up offshore bets as gold and insurance gain favour

China’s wealthy are shifting more of their portfolios offshore, as they seek to hedge slowing growth, policy risks and low yields at home.

US lifts China sentiment, but tensions cloud outlook in Japan: report

Global confidence in China ticked higher in the third quarter, Morgan Stanley says, driven by US companies and policy support in Beijing.

UBS predicts 2.4 million China property foreclosures as loan defaults rise

Apartments seized from small businesses could reach more than 2.4 million by 2027, according to UBS’ John Lam.

ByteDance-powered AI phone snapped up by consumers keen to try agentic assistant

The joint effort is the latest example of China’s advantages in combining AI capabilities with conventional consumer gadgets.

Macroscope | Chinese stocks could be biggest winner of Venezuela fallout