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

Visitors check a BYD Seagull electric vehicle at Auto China in Beijing on April 26. Photo: Reuters

BYD

BYD, China’s EV king, posts a 55% slump in first-quarter profit

The company reports a net profit of nearly 4.09 billion yuan (US$590 million) and revenue of 150.2 billion yuan.

28 Apr 2026 - 10:01PM

Hong Kong company reporting season

WuXi AppTec shares surge 14% in Hong Kong after record first-quarter earnings

28 Apr 2026 - 5:27PM

Electric & new energy vehicles

Chinese EV makers target global expansion at Auto China amid energy shock

24 Apr 2026 - 8:57PM

Semiconductors

How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands

What’s behind the ‘CPU renaissance’ and where China stands in designing and manufacturing central processing units in the AI age.

24 Apr 2026 - 4:00PM

China stock market

Outlook for China stocks brightens on capital flows, rebounding home prices

Resilience shown since start of Middle East war likely to continue amid haven demand, according to fund managers and investment banks.

21 Apr 2026 - 1:15PM

Bonds

China reflation bets waver as bond gains outpace sluggish equities

Despite a pickup in inflation data, economists warn that commodity pressures, not underlying demand, are driving China’s price gains.

13 Apr 2026 - 8:00AM

China energy security

Why China’s green energy strategy may shield it from the Iran war oil shock

As war in the Persian Gulf triggers volatility in global oil markets, Beijing sees its energy system as a stabilising force.

10 Apr 2026 - 8:00PMvideocam

Employees work on the production line of solar panels at a workshop of Jiangsu DMEGC New Energy on February 25, 2026, in Sihong county, Suqian city, in China’s Jiangsu province. Photo: VCG via Getty Images

Artificial intelligence

Alibaba cloud growth forecast to climb with AI push, higher charges: analysts

The company’s cloud and AI businesses are gaining speed, with token usage and pricing changes fuelling growth, analysts say.

9 Apr 2026 - 8:30PM

Banking & finance

Mainland China and Hong Kong IPOs drive Citic to the top of banking fee rankings

Citic leads Asia-Pacific in fees in the first quarter as IPOs in Hong Kong and mainland China offset weaker debt and M&A activity.

9 Apr 2026 - 5:02PM

Artificial intelligence

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

26 Mar 2026 - 9:25PM

A decline in memory firms’ share prices started with Samsung and SK Hynix, then extended to include Chinese memory firms GigaDevice Semiconductor and Montage Technology. Photo: Shutterstock Images

Electric & new energy vehicles

Xiaomi’s new-generation SU7 launch sparks fresh EV fight with Tesla in China

Updated smart sedan debuts with improved safety and smart-driving features, intensifying competition with Tesla and domestic rivals.

20 Mar 2026 - 4:27PM

Lei Jun says the new-generation SU7 offers strong value for money. Photo: Weibo

Fame and celebrity

Who was Lauren Bessette, Carolyn Bessette’s sister who died with her?

Ryan Murphy’s Love Story charts the whirlwind romance between Carolyn and JFK Jr – and new episodes feature Lauren Bessette, played by Sydney Lemmon.

19 Mar 2026 - 6:00AM

China stock market

Xi-Trump summit eyed for direction as Hong Kong, China stocks shaken by conflict

Markets await clarity on a summit, hoping it will steady Hong Kong and China equities as Middle East hostilities weigh on sentiment.

18 Mar 2026 - 2:59PM

Banking & finance

HSBC launches US$2.5 billion AT1 bond issue in Hong Kong after market standstill

Lender’s AT1 bond sale is the first since Iran conflict froze the market, with Hong Kong’s stability making it the natural venue: analyst.

19 Mar 2026 - 2:04PM

The offering comprises US$1.25 billion in five-year bonds at 6.75 per cent per year, and another US$1.25 billion in 10-year bonds at 7 per cent. Photo: Elson Li

Artificial intelligence

Tencent and Alibaba quarterly earnings preview: key things to watch

Analysts expect steady growth, but investors will focus on AI strategy, capex and signs of monetisation at China’s tech giants.

18 Mar 2026 - 9:00AM

Shenzhen-based Tencent, operator of China’s largest social media platform and the world’s biggest video gaming business by revenue, is expected to report results on Wednesday after the market closes. Photo: Reuters

Hong Kong stock market

First HKIC bet SmartMore seeks Hong Kong IPO amid booming tech pipeline

Unicorn’s AI platforms power firms from Tesla to Apple suppliers, highlighting the government fund’s role in the city’s tech investment push.

17 Mar 2026 - 2:40PM

Stocks

South Korea and Japan bear brunt of global stock sell-offs amid oil shock

South Korea and Japan lead global market declines – with losses steeper than in Europe – as oil shock underscores their reliance on imports.

17 Mar 2026 - 7:30AM

Xpeng

Flying car dreams gain altitude as Xpeng affiliate Aridge raises US$200 million

Fresh capital comes as the company ramps up manufacturing of its Land Aircraft Carrier vehicle and pushes towards commercial deliveries.

14 Mar 2026 - 4:45PM

The Aridge X3-F – the air module for the Land Aircraft Carrier – hovers during its presentation in Dubai in October, 2025. Photo: AFP

Hong Kong property

Hong Kong buyers snap up most of 360 flats at 2 projects as confidence returns

Buyers snapped up most units on sale, even though one agent said the Middle East conflict was ‘like a bucket of cold water’ on demand.

14 Mar 2026 - 8:01PM

China manufacturing

China’s industrial policy goes global, challenging decades of free market rule

China’s tighter embrace of industrial policy in recent years has transformed its economy – and other countries are following suit.

12 Mar 2026 - 8:53AM

India

Boom times for India’s economy but opportunities remain uneven

Analysts caution that a significant portion of India’s workforce remains in relatively low-productivity and informal sectors.

8 Mar 2026 - 1:15PM

The newly constructed coastal road in front of the city skyline during sunset in Mumbai, India, in February. Photo: AFP

China stock market

Trump’s Fed pick Warsh stokes uncertainty as investors weigh his policy shifts

US Treasuries have been falling recently, partially reflecting investor concerns that Warsh’s succession will slow rate reductions.

8 Mar 2026 - 9:30AM

Former US Federal Reserve Governor Kevin Warsh speaks during a monetary policy conference at Stanford University’s Hoover Institution in Palo Alto, California, May 9, 2025. Photo: Reuters

Two Sessions 2026

China works to build slow, steady stock markets, rejecting norm of boom and bust

Beijing is emphasising gradual growth in its policies for capital markets, encouraging dividend payouts and drawing a contrast with the West.

7 Mar 2026 - 8:16AMvideocam

Hong Kong property

Global investors revisit Hong Kong property stocks as housing recovery picks up

Stronger home sales and expectations of double-digit price gains have revived investor interest in Hong Kong’s property sector.

5 Mar 2026 - 2:38PM

Hong Kong stock market

Oil surge stokes inflation fears as Middle East flashpoint rattles markets

Rising oil prices are shaking global markets as investors rethink rate-cut bets and brace for slower growth and renewed inflation.

4 Mar 2026 - 5:11PM

The spike in energy costs has revived fears of a renewed bout of inflation, raising the risk of slower global growth. Photo: AFP

China’s private sector

Will users stick around after China’s US$1 billion AI marketing battle?

Vouchers, red packets and sponsorships drove a surge in AI users over Chinese New Year, but now the tech giants face a retention test.

3 Mar 2026 - 9:00PM

Red-packet battle: AI tech giants spent a collective US$1 billion on marketing this Chinese New Year. Photo: Getty Images

China stock market

Investors lock onto NPC as markets seek policy lift amid AI jitters

With Chinese stocks drifting and global markets spooked by artificial intelligence fears, traders are eyeing the ‘two sessions’ for catalysts.

3 Mar 2026 - 7:30AM

China-Middle East relations

Why the US-Israel war with Iran leaves Asian economies exposed

Mainland China imports vast amounts of oil from the Middle East but India, South Korea and others could fare worse, analysts say.

2 Mar 2026 - 9:30PMvideocam

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