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

A night view of Hong Kong Island and Kowloon from The Peak. Property prices in the city are expected to trend upwards this year. Photo: Sam Tsang

Hong Kong property

Hong Kong’s housing market gets a vote of confidence from major banks

Most financial institutions forecast price gains ranging from 5 to 10 per cent, supported by supply constraints and end-user demand.

6 hours ago

Electric & new energy vehicles

Xpeng’s flying car unit readies Hong Kong IPO for take-off

12 Jan 2026 - 5:31PMvideocam

China stock market

Yuan rally drives mainland China and Hong Kong stocks to strong 2026 start

12 Jan 2026 - 3:48PM

Hong Kong property

Hong Kong’s SHKP continues sell-out streak at Sierra Sea

Homebuyers snap up all 213 new flats on sale at Sierra Sea’s Phase 2A as of 9pm on Saturday.

11 Jan 2026 - 9:36AM

Sun Hung Kai Properties’ deputy managing director Victor Lui (left) and real state agency general manager Allen Woo hold a banner marking the latest Sierra Sea sell-out. Photo: Handout

China's economic recovery

China cautions against ‘compound errors’ from clashing policies

Party mouthpiece calls for better coordination and market guidance as 15th five-year planning period begins, warning conflicting rules unsettle investors.

9 Jan 2026 - 8:30PM

Yuan

Yuan to strengthen to 6.85 per US dollar in first quarter 2026: Morgan Stanley

Strong export growth and US dollar weakness are expected to bolster the currency, the bank says.

9 Jan 2026 - 10:02PM

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.

8 Jan 2026 - 4:30PMvideocam

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

Hong Kong property

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

Acquisition of 41,226 sq ft plot – which could yield 570 homes – reflects confidence in the property market’s recovery as sales rebound.

7 Jan 2026 - 10:04PM

Hong Kong property

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

Wheelock and Kerry plan to roll out more than 4,500 units in 2026, even as analysts warn that inventory overhang may cap price gains.

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

Citic claimed the crown as the top bookrunner for Asia-Pacific-issued bonds with 6 per cent market share. Photo: Shutterstock Images

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

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

A view of skyscrapers from a pedestrian bridge in Shenzhen, the southern tech hub in Guangdong province. Photo: Xinhua

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

Morgan Stanley staff participating in a charity bake auction as part of the firm’s annual ‘Season for Good’ initiative, which raises funds for Operation Santa Claus and other community partners. Photo: Handout

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

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

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

Kids4Kids aims to foster creativity, build character, and inspire kids to bring about positive change in their community. Photo: Handout

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

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

A technician teaches a humanoid robot to use a wrench to tighten a bolt at a data collection pre-training center for humanoid robots in Hefei, east China’s Anhui Province. Photo: Xinhua

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

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

China has pledged to focus on “investing in people” in recent policy meetings, which could indicate an increase in spending on public services. Photo: Getty Images

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

Shenzhen-listed Sieyuan Electric, a grid-equipment maker whose shares have surged about 665 per cent over the past five years, is planning a secondary listing in Hong Kong. Photo: handout

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

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

Help preserve 120 years of quality journalism.

SUPPORT NOW

Morgan Stanley

Hong Kong’s housing market gets a vote of confidence from major banks

Most financial institutions forecast price gains ranging from 5 to 10 per cent, supported by supply constraints and end-user demand.

Xpeng’s flying car unit readies Hong Kong IPO for take-off

Yuan rally drives mainland China and Hong Kong stocks to strong 2026 start

Hong Kong’s SHKP continues sell-out streak at Sierra Sea

Homebuyers snap up all 213 new flats on sale at Sierra Sea’s Phase 2A as of 9pm on Saturday.

China cautions against ‘compound errors’ from clashing policies

Party mouthpiece calls for better coordination and market guidance as 15th five-year planning period begins, warning conflicting rules unsettle investors.

Yuan to strengthen to 6.85 per US dollar in first quarter 2026: Morgan Stanley

Strong export growth and US dollar weakness are expected to bolster the currency, the bank says.

.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

Acquisition of 41,226 sq ft plot – which could yield 570 homes – reflects confidence in the property market’s recovery as sales rebound.

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

Wheelock and Kerry plan to roll out more than 4,500 units in 2026, even as analysts warn that inventory overhang may cap price gains.

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.

Macroscope | Chinese stocks could be biggest winner of Venezuela fallout