Morgan Stanley

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

19 May 2026 - 7:00AM

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

The value of purchases in the first four months of 2026 reached HK$61.6 billion, equal to 45 per cent of last year’s HK$137.9 billion total. Photo: Jelly Tse

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

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

A large screen shows stock exchange data in Shanghai on May 6, 2026. Photo: EPA

Electric & new energy vehicles

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

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

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’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

A general view of Hong Kong’s Central district, January 26, 2026. Photo: Jelly Tse

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

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

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

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

Electric & new energy vehicles

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

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 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

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

Electric & new energy vehicles

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

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 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