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

He Xiaopeng, co-founder and CEO of Xpeng, speaks during a launch event for the GX SUV in Beijing on Wednesday. Photo: Reuters

Electric & new energy vehicles

Does Xpeng’s 33% cut on 6-seat SUV portend a new price war?

The slashed price on the GX model ‘surprised the market’ in a segment carmakers have high hopes for amid slumping EV sales.

21 May 2026 - 5:12PM

Yuan

As the world retreats from US Treasuries, will the sell-off deepen?

19 May 2026 - 10:00PMvideocam

Yuan

China joins global sell-off of US Treasuries in March as Iran war prompts panic

19 May 2026 - 9:19AM

Hong Kong property

Hong Kong property upswing poised to hold despite interest rates risk: Moody’s

Lower mortgage rates, surging rents and demand from talent inflows and buyers from mainland China to sustain recovery, agency says.

19 May 2026 - 7:00AM

Home prices are expected to increase in 2026, according to Moody’s. Photo: Sam Tsang

Hong Kong property

Mainland Chinese demand for Hong Kong homes grows on yuan gains and rising rents

Purchases climb to a two-year high in April as mainland Chinese buyers pile into new launches, drawn by rental yields and yuan’s strength.

18 May 2026 - 8:30AM

Hong Kong property

Buyers flock to SHKP project in New Territories as home market outlook brightens

SHKP generated more than HK$1 billion after the sale of the 154 flats at Lime Spark last week.

16 May 2026 - 6:21PM

2026 Xi-Trump summit

Trump and his CEOs want China’s business – but has Asia moved on?

The US delegation went to Beijing looking for deals, but a ‘super cycle’ of capital expenditures across Asia is already fuelling enormous growth.

16 May 2026 - 6:03AMvideocam

China stock market

Chinese margin traders raise wagers to record in tech stock rally

Outstanding value of bets passes US$420 billion amid seven-day record run, as investors drive indices to new highs.

15 May 2026 - 1:30PM

2026 Xi-Trump summit

Macroscope | Trump-Xi summit puts US vulnerabilities on display

China weaponising rare earths turned the tables on Trump, showing how unprepared Western governments and firms were for a full trade war.

14 May 2026 - 8:30PMvideocam

Electric & new energy vehicles

Xi-Trump summit: Ford-CATL plant shows how global carmakers need China

Collaboration with Chinese suppliers ‘the only way international carmakers can compete with Chinese carmakers’, Morgan Stanley analyst says.

14 May 2026 - 8:00PM

A view of the Ford BlueOval Battery Park under construction in Marshall, Michigan. Photo: Universal Images Group via Getty Images

Banking & finance

China’s credit demand weak in April despite policy support, strong industry

Lending growth slows as borrowing demand from households and businesses remains weak.

14 May 2026 - 7:05PM

An elderly man walks past a bank branch in the Central Business District in Beijing in April. Photo: EPA-EFE

Hong Kong property

Hong Kong’s Central office rents set to reverse multi-year slump in second half

Stronger demand has reduced grade-A vacancy rates in Central to a four-year low of 9.6 per cent.

14 May 2026 - 7:00AM

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

‘Moderate’ upside is possible as investors ‘direct attention back to China somewhat’, assuming trade truce is extended, bank says.

13 May 2026 - 12:16PM

A girl sits on The Bund Bull sculpture in Shanghai on April 9, 2025. Photo: AFP

2026 Xi-Trump summit

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

China has strengthened its position since the US president’s last visit, analysts said, predicting more equitable results from any potential agreement.

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

The NIO ES9 on display during the opening day of the Beijing Auto Show in Beijing on April 24, 2026. Photo: AFP

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

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

People walk along Wall Street near the New York Stock Exchange. Photo: Reuters

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

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

A display promotes China’s artificial intelligence industry at an expo in Beijing. Photo: Xinhua

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

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

Help preserve 120 years of quality journalism.

SUPPORT NOW

Morgan Stanley

Does Xpeng’s 33% cut on 6-seat SUV portend a new price war?

The slashed price on the GX model ‘surprised the market’ in a segment carmakers have high hopes for amid slumping EV sales.

As the world retreats from US Treasuries, will the sell-off deepen?

China joins global sell-off of US Treasuries in March as Iran war prompts panic

Hong Kong property upswing poised to hold despite interest rates risk: Moody’s

Lower mortgage rates, surging rents and demand from talent inflows and buyers from mainland China to sustain recovery, agency says.

Mainland Chinese demand for Hong Kong homes grows on yuan gains and rising rents

Purchases climb to a two-year high in April as mainland Chinese buyers pile into new launches, drawn by rental yields and yuan’s strength.

Buyers flock to SHKP project in New Territories as home market outlook brightens

SHKP generated more than HK$1 billion after the sale of the 154 flats at Lime Spark last week.

Trump and his CEOs want China’s business – but has Asia moved on?

The US delegation went to Beijing looking for deals, but a ‘super cycle’ of capital expenditures across Asia is already fuelling enormous growth.

Chinese margin traders raise wagers to record in tech stock rally

Outstanding value of bets passes US$420 billion amid seven-day record run, as investors drive indices to new highs.

.css-1pcrwvc{color:#2aa191;}Macroscope | Trump-Xi summit puts US vulnerabilities on display

China weaponising rare earths turned the tables on Trump, showing how unprepared Western governments and firms were for a full trade war.

Xi-Trump summit: Ford-CATL plant shows how global carmakers need China

Collaboration with Chinese suppliers ‘the only way international carmakers can compete with Chinese carmakers’, Morgan Stanley analyst says.

China’s credit demand weak in April despite policy support, strong industry

Lending growth slows as borrowing demand from households and businesses remains weak.

Hong Kong’s Central office rents set to reverse multi-year slump in second half

Stronger demand has reduced grade-A vacancy rates in Central to a four-year low of 9.6 per cent.

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

‘Moderate’ upside is possible as investors ‘direct attention back to China somewhat’, assuming trade truce is extended, bank says.

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

China has strengthened its position since the US president’s last visit, analysts said, predicting more equitable results from any potential agreement.

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.

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.

Macroscope | Trump-Xi summit puts US vulnerabilities on display