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

Bull statues in front of the Shenzhen Stock Exchange. Photo: Getty Images

China stock market

Why are Chinese stock markets hitting record highs ahead of Trump’s visit?

Both the ChiNext and SSE Star 50 indexes closed at record highs on Wednesday, as investor optimism over China’s tech sector surges.

13 May 2026 - 5:23PMvideocam

Banking & finance

Xi-Trump meeting could lift Chinese stocks 12%: Morgan Stanley

13 May 2026 - 12:16PM

2026 Xi-Trump summit

After nearly 9 years, Trump is landing in a totally changed China. Is he ready?

13 May 2026 - 7:49AMvideocam

2026 Xi-Trump summit

China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?

Beijing and Washington are locked in an era-defining contest – and China’s rapid technological progress raises questions about limits of containment.

12 May 2026 - 9:34AMvideocam

Hong Kong property

The View | Hong Kong’s property recovery could be more robust than many think

A variety of local factors as well as shifts in geopolitics and global commercial real estate are working in Hong Kong’s favour.

11 May 2026 - 4:30PMvideocam

Electric & new energy vehicles

Tech and pricing edge behind China’s SUV surge against BMW, Mercedes and Audi

Chinese SUVs storm the premium segment with fresh momentum, giving German marques their toughest test in years.

11 May 2026 - 11:58AM

Hong Kong property

Hong Kong home market maintains upwards momentum as new flats snapped up

All 154 units at the Lime Spark project sold out as of 4.30pm, while 93 per cent of 158 flats available at Highwood Phase 2 found buyers.

9 May 2026 - 7:13PM

The long queue of buyers at International Commerce Centre in Kowloon on Saturday for flats at Sun Hung Kai Properties’ Lime Spark project in Tsuen Wan. Photo: Eugene Lee

Banking & finance

Trump’s pick for Fed chair says he’ll stay independent. Does he mean it?

Kevin Warsh said at a confirmation hearing he would not become the US president’s ‘human sock puppet’, but concerns over interference persist.

9 May 2026 - 9:07AMvideocam

Banking & finance

Wall Street giants lead China-profit surge despite market polarisation

Major investment banks expand market share in China, with Goldman reclaiming the revenue lead while Shengang keeps its asset crown.

8 May 2026 - 8:00PMvideocam

China manufacturing

China robotics to drive next chapter of manufacturing dominance: Morgan Stanley

Strategic state-led investment and low production costs are expected to lift the nation’s manufacturing export share amid deployment of advanced automation.

8 May 2026 - 9:11AMvideocam

A guest interacts with a humanoid robot at the 2026 Chery International Business Summit in China’s Anhui province on April 28. Photo: Xinhua

Artificial intelligence

ByteDance needs to monetise its AI chatbot. But will Chinese users pay?

Doubao’s pay plans mark a turning point for China’s chatbot sector, but user reluctance raises doubts about their viability.

7 May 2026 - 10:00AM

ByteDance faces challenges as it moves to offer paid subscription plans on Doubao amid soaring computing costs. Photo: Shutterstock

Electric & new energy vehicles

From Beijing to Berlin: Chinese EVs turn heads as brands eye European markets

BYD, Geely and Xpeng showcase eye-catching EVs at Beijing auto show as they build momentum in Europe and target more discerning buyers.

6 May 2026 - 11:39AM

Hong Kong stock market

Chinese AI stocks are surging. So why is Hong Kong’s tech index still falling?

Hong Kong has seen a string of blockbuster listings by Chinese AI firms in recent months. Yet the Hang Seng Tech Index remains deep in a slump.

6 May 2026 - 7:52AMvideocam

Hong Kong property

Hong Kong home sales surge to 2-year high, boosting overall transactions

A total of 8,692 transactions in all sectors were concluded last month, up 12.3 per cent from March’s 7,737 deals.

5 May 2026 - 6:45PM

An aerial view of housing in Tseung Kwan O, February 12, 2026. Photo: Sam Tsang

Robotics

Hype or real: China’s robot boom faces reality check as commercialisation lags

Capital floods into China’s robotic sector but profitability remains elusive as challenges emerge with the industry’s business model.

5 May 2026 - 11:00AMvideocam

One of Agibot’s wheeled robots works at a supermarket checkout as the robotics sector reconsiders its business model to make the venture profitable. Photo: Handout

Hong Kong property

Hong Kong residential property upturn drives recovery in office, retail sectors

Shop rents will ‘turn positive by year-end’ but likely post a 3 per cent decline for the entire year, Morgan Stanley says.

4 May 2026 - 6:07PM

China stock market

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

Breakthrough launch could lift stocks from chipmakers to model developers as demand for computing power builds and adoption widens: analysts.

4 May 2026 - 7:00AM

Artificial intelligence

Chinese firms face pressure on AI investments as US peers’ spending soars

Largest US companies on track for US$700 billion in AI capital expenditures this year, versus about US$105 billion in China.

30 Apr 2026 - 10:30PM

Google and Microsoft both expect 2026 capex to reach about US$190 billion. Photo: AP Photo

Electric & new energy vehicles

Geely joins Chery, BYD in profit slide as China car sales plunge

Three most profitable carmakers last year all report double-digit profit declines, but rosier export forecast improves outlook.

30 Apr 2026 - 8:42AMvideocam

DeepSeek

‘The whale can now see’: DeepSeek adds AI vision in major move

On DeepSeek’s chat interface, a new ‘image recognition mode’ has been added alongside the ‘expert’ and ‘flash’ chat modes.

29 Apr 2026 - 10:23PMvideocam

Semiconductors

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

30 Apr 2026 - 12:37PM

People visit the MetaX booth at the World Artificial Intelligence Conference in Shanghai on July 26, 2025. Photo: CFOTO/Future Publishing via Getty Images

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.

29 Apr 2026 - 9:00AMvideocam

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

Hong Kong company reporting season

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

The Chinese company’s revenue rose nearly 29 per cent to 12.44 billion yuan, while profit surged about 27 per cent to 4.65 billion yuan.

28 Apr 2026 - 5:27PM

Electric & new energy vehicles

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

Most carmakers taking part in the exhibition have either debuted models designed for export markets or announced expansion plans.

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

People walk near a screen showing stock exchange and economic data in Shanghai on April 20, 2026. Photo: EPA

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

Help preserve 120 years of quality journalism.

SUPPORT NOW

Morgan Stanley

Why are Chinese stock markets hitting record highs ahead of Trump’s visit?

Both the ChiNext and SSE Star 50 indexes closed at record highs on Wednesday, as investor optimism over China’s tech sector surges.

Xi-Trump meeting could lift Chinese stocks 12%: Morgan Stanley

After nearly 9 years, Trump is landing in a totally changed China. Is he ready?

China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?

Beijing and Washington are locked in an era-defining contest – and China’s rapid technological progress raises questions about limits of containment.

.css-1pcrwvc{color:#2aa191;}The View | Hong Kong’s property recovery could be more robust than many think

A variety of local factors as well as shifts in geopolitics and global commercial real estate are working in Hong Kong’s favour.

Tech and pricing edge behind China’s SUV surge against BMW, Mercedes and Audi

Chinese SUVs storm the premium segment with fresh momentum, giving German marques their toughest test in years.

Hong Kong home market maintains upwards momentum as new flats snapped up

All 154 units at the Lime Spark project sold out as of 4.30pm, while 93 per cent of 158 flats available at Highwood Phase 2 found buyers.

Trump’s pick for Fed chair says he’ll stay independent. Does he mean it?

Kevin Warsh said at a confirmation hearing he would not become the US president’s ‘human sock puppet’, but concerns over interference persist.

Wall Street giants lead China-profit surge despite market polarisation

Major investment banks expand market share in China, with Goldman reclaiming the revenue lead while Shengang keeps its asset crown.

China robotics to drive next chapter of manufacturing dominance: Morgan Stanley

Strategic state-led investment and low production costs are expected to lift the nation’s manufacturing export share amid deployment of advanced automation.

ByteDance needs to monetise its AI chatbot. But will Chinese users pay?

Doubao’s pay plans mark a turning point for China’s chatbot sector, but user reluctance raises doubts about their viability.

From Beijing to Berlin: Chinese EVs turn heads as brands eye European markets

BYD, Geely and Xpeng showcase eye-catching EVs at Beijing auto show as they build momentum in Europe and target more discerning buyers.

Chinese AI stocks are surging. So why is Hong Kong’s tech index still falling?

Hong Kong has seen a string of blockbuster listings by Chinese AI firms in recent months. Yet the Hang Seng Tech Index remains deep in a slump.

Hong Kong home sales surge to 2-year high, boosting overall transactions

A total of 8,692 transactions in all sectors were concluded last month, up 12.3 per cent from March’s 7,737 deals.

Hype or real: China’s robot boom faces reality check as commercialisation lags

Capital floods into China’s robotic sector but profitability remains elusive as challenges emerge with the industry’s business model.

Hong Kong residential property upturn drives recovery in office, retail sectors

Shop rents will ‘turn positive by year-end’ but likely post a 3 per cent decline for the entire year, Morgan Stanley says.

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

Breakthrough launch could lift stocks from chipmakers to model developers as demand for computing power builds and adoption widens: analysts.

Chinese firms face pressure on AI investments as US peers’ spending soars

Largest US companies on track for US$700 billion in AI capital expenditures this year, versus about US$105 billion in China.

Geely joins Chery, BYD in profit slide as China car sales plunge

Three most profitable carmakers last year all report double-digit profit declines, but rosier export forecast improves outlook.

‘The whale can now see’: DeepSeek adds AI vision in major move

On DeepSeek’s chat interface, a new ‘image recognition mode’ has been added alongside the ‘expert’ and ‘flash’ chat modes.

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

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.

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

The Chinese company’s revenue rose nearly 29 per cent to 12.44 billion yuan, while profit surged about 27 per cent to 4.65 billion yuan.

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

Most carmakers taking part in the exhibition have either debuted models designed for export markets or announced expansion plans.

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.

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.

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.

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.

The View | Hong Kong’s property recovery could be more robust than many think