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

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

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

Artificial intelligence

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

7 Dec 2025 - 8:30PMvideocam

China technology

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

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

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

The ZTE smartphone running on ByteDance’s agentic AI phone assistant sold out on the first day. Photo: Handout

China property

Morgan Stanley sees mainland China property slump extending into 2026

The US investment bank expects limited policy support from Beijing next year despite few signs of a turnaround in the sector.

2 Dec 2025 - 4:22PM

Hong Kong stock market

China’s 3SBio seeks US$400 million in Hong Kong to boost drug pipeline

Share placement to help Shenyang-based firm advance clinical research in China and the US, expand reach of cancer and hair-loss drugs.

2 Dec 2025 - 4:46PM

China property

The View | Why China Vanke’s debt woes have barely made a ripple in markets

Robust exports, surging stocks and investors looking elsewhere have curbed pressure for more forceful government intervention.

1 Dec 2025 - 4:30PMvideocam

A security guard gestures in front of Vanke’s headquarters in Shenzhen. Vanke has proposed delaying repayment on a yuan-denominated bond for the first time, causing the prices of some its dollar-denominated bonds to fall into distressed territory. Photo: Reuters

China's economic recovery

Explainer | What’s next for China’s economy in 2026 – and how it plans to tackle challenges

Top investment banks forecast moderate growth next year amid trade, property and structural challenges.

1 Dec 2025 - 9:18AM

Pedestrians wait for a street signal on a sidewalk as an electronic billboard shows China’s 2024 gross domestic product growth in Shanghai, taken on January 21 this year. Photo: Reuters

Artificial intelligence

Lenovo downplays surge in memory chip prices, pushes AI agent for devices

The world’s largest personal computer maker posts record sales of US$20.5 billion in the September quarter.

20 Nov 2025 - 7:00PM

Banking & finance

Hiring outlook improves for Hong Kong’s financial sector, recruiters say

Upbeat equity markets have increased demand for finance professionals, with hiring set to rise by up to 15 per cent next year.

19 Nov 2025 - 10:49AM

Asia housing and property

The View | An AI-fuelled data centre bubble in the making? Not in Asia

Asia provides strong reassurance that the AI boom is not the only factor driving development and investment in data centres.

17 Nov 2025 - 4:30PMvideocam

A visitor observes a miniature model of data cabins for an undersea data centre in Lingshui, in south Hainan province, on September 25. Photo: Xinhua

China stock market

Morgan Stanley predicts moderate gains in China stocks in 2026

First call by a Wall Street bank predicts gains between 3.4 and 4.6 per cent from current levels for gauges including the Hang Seng Index.

17 Nov 2025 - 1:30PM

An electronic board shows Shanghai, Shenzhen, and Hong Kong stock indices in Shanghai on April 7, 2025. Photo: Reuters

IPO

Morgan Stanley faces US scrutiny over Zijin Gold’s Hong Kong IPO

Zijin Gold’s parent was added to a US government list of firms whose imports are banned over alleged human rights abuses involving Uygurs.

14 Nov 2025 - 9:36AM

US-China trade war

Explainer | Rare earths, chips and batteries – what China can and cannot weaponise

Experts explore how China balances export curbs with legal reforms as global partners diversify supplies, firms hunt rare-earth alternatives.

13 Nov 2025 - 1:32AMvideocam

New medical drugs

6 of the best: the billion-dollar biotechs putting China on the map

China’s biotech renaissance is gathering pace as home-grown innovators strike billion-dollar licensing deals with global giants.

11 Dec 2025 - 10:09AM

China property

China’s Reit to grow to US$1 trillion as developers shift focus: Morgan Stanley

Developers are expected to change direction, sharpening their focus on recurring rental income and property management fees.

7 Nov 2025 - 8:30AM

Banking & finance

Opinion | As markets grow more fragile, matter of time before the bubble bursts

The news and stories that move markets could well be a leading indicator of when markets fail.

7 Nov 2025 - 8:50AM

Wealth management

Hong Kong roars ahead as top wealth hub, overtaking Singapore

Nearly 45 per cent of top global private banks say their affluent clients prefer Hong Kong over other wealth management centres: PWMA report.

6 Nov 2025 - 2:56PM

Hong Kong is firmly back on its growth trajectory, says Amy Lo. Photo: Edmond So

Banking & finance

Bankers expect mainland China, Hong Kong to attract more capital inflows

International investors will continue to be interested in China, Goldman Sachs CEO says at the Global Financial Leaders’ Summit.

4 Nov 2025 - 2:00PM

David Solomon, chairman and CEO of Goldman Sachs. Photo: Edmond So

US-China trade war

How China’s industry fuels ‘tough’ trade war stance – and why demand still vital

Beijing will look to strengthen leverage in coming five-year plan – but must recalibrate strategy to boost domestic demand, economist says.

31 Oct 2025 - 7:00PM

Trade

Macroscope | Asia’s trading powerhouses are more Trump-proof than many feared

High US tariffs not only did not cripple export-oriented economies like South Korea, thanks to the AI boom, but they also pushed policymakers to embark on reforms.

30 Oct 2025 - 4:30PMvideocam

China stock market

Goldman sees 30% upside for Chinese stocks by 2027 on policy support, earnings

China’s AI advance and a rebalancing of capital flows could also serve as potential drivers of stocks despite US tensions, bank says.

22 Oct 2025 - 4:30PM

Goldman Sachs’ forecast comes at a time when a blistering run on Chinese stocks shows signs of faltering amid a resurgence of tensions between Beijing and Washington. Photo: Reuters

Banking & finance

Opinion | Jitters among US banks raise spectre of global financial crisis

The world appears to have forgotten a key lesson of the global financial crisis: some problems were spotted earlier but sidelined.

23 Oct 2025 - 3:47PMvideocam

Raffaele Bruno, national secretary of the Movimento Idea Sociale, holds a jar containing live cockroaches during a protest in front of the City Hall in Naples, southern Italy, on September 24. Photo: EPA

Hong Kong property

Hong Kong homebuyers flock to Henderson Land project in Wan Chai

All 75 new flats on offer at the Woodis residential development on Saturday are sold out.

18 Oct 2025 - 7:33PM

Mergers & Acquisitions

Jardine Matheson to buy remaining stake in Mandarin Oriental

The move comes as Jardine seeks higher returns from its sprawling businesses.

18 Oct 2025 - 5:08PM

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Morgan Stanley

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.

.css-1m2rp1p{color:#34b8b5;}Opinion | Why 2026 will be the year AI hype collides with reality

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

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.

Morgan Stanley sees mainland China property slump extending into 2026

The US investment bank expects limited policy support from Beijing next year despite few signs of a turnaround in the sector.

China’s 3SBio seeks US$400 million in Hong Kong to boost drug pipeline

Share placement to help Shenyang-based firm advance clinical research in China and the US, expand reach of cancer and hair-loss drugs.

The View | Why China Vanke’s debt woes have barely made a ripple in markets

Robust exports, surging stocks and investors looking elsewhere have curbed pressure for more forceful government intervention.

.css-sioo19{color:#c79a00;}Explainer | What’s next for China’s economy in 2026 – and how it plans to tackle challenges

Top investment banks forecast moderate growth next year amid trade, property and structural challenges.

Lenovo downplays surge in memory chip prices, pushes AI agent for devices

The world’s largest personal computer maker posts record sales of US$20.5 billion in the September quarter.

Hiring outlook improves for Hong Kong’s financial sector, recruiters say

Upbeat equity markets have increased demand for finance professionals, with hiring set to rise by up to 15 per cent next year.

The View | An AI-fuelled data centre bubble in the making? Not in Asia

Asia provides strong reassurance that the AI boom is not the only factor driving development and investment in data centres.

Morgan Stanley predicts moderate gains in China stocks in 2026

First call by a Wall Street bank predicts gains between 3.4 and 4.6 per cent from current levels for gauges including the Hang Seng Index.

Morgan Stanley faces US scrutiny over Zijin Gold’s Hong Kong IPO

Zijin Gold’s parent was added to a US government list of firms whose imports are banned over alleged human rights abuses involving Uygurs.

Explainer | Rare earths, chips and batteries – what China can and cannot weaponise

Experts explore how China balances export curbs with legal reforms as global partners diversify supplies, firms hunt rare-earth alternatives.

6 of the best: the billion-dollar biotechs putting China on the map

China’s biotech renaissance is gathering pace as home-grown innovators strike billion-dollar licensing deals with global giants.

China’s Reit to grow to US$1 trillion as developers shift focus: Morgan Stanley

Developers are expected to change direction, sharpening their focus on recurring rental income and property management fees.

Opinion | As markets grow more fragile, matter of time before the bubble bursts

The news and stories that move markets could well be a leading indicator of when markets fail.

Hong Kong roars ahead as top wealth hub, overtaking Singapore

Nearly 45 per cent of top global private banks say their affluent clients prefer Hong Kong over other wealth management centres: PWMA report.

Bankers expect mainland China, Hong Kong to attract more capital inflows

International investors will continue to be interested in China, Goldman Sachs CEO says at the Global Financial Leaders’ Summit.

How China’s industry fuels ‘tough’ trade war stance – and why demand still vital

Beijing will look to strengthen leverage in coming five-year plan – but must recalibrate strategy to boost domestic demand, economist says.

Macroscope | Asia’s trading powerhouses are more Trump-proof than many feared

High US tariffs not only did not cripple export-oriented economies like South Korea, thanks to the AI boom, but they also pushed policymakers to embark on reforms.

Goldman sees 30% upside for Chinese stocks by 2027 on policy support, earnings

China’s AI advance and a rebalancing of capital flows could also serve as potential drivers of stocks despite US tensions, bank says.

Opinion | Jitters among US banks raise spectre of global financial crisis

The world appears to have forgotten a key lesson of the global financial crisis: some problems were spotted earlier but sidelined.

Hong Kong homebuyers flock to Henderson Land project in Wan Chai

All 75 new flats on offer at the Woodis residential development on Saturday are sold out.

Jardine Matheson to buy remaining stake in Mandarin Oriental

The move comes as Jardine seeks higher returns from its sprawling businesses.

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

Explainer | What’s next for China’s economy in 2026 – and how it plans to tackle challenges