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

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

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

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

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

An employee debugs the AI-powered live-streaming machines at a Rexso workshop on December 8 in Huangshan in China’s Anhui province. Photo: VCG via Getty Images

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

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

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

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

An employee produces semiconductor chips for export at a factory in Binzhou, in eastern China’s Shandong province. Photo: AFP

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

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Morgan Stanley

.css-1m2rp1p{color:#34b8b5;}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

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

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.

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.

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

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