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

Higher interest rates are expected to put Hong Kong’s property market under pressure. Photo: Dickson Lee

Hong Kong property

‘Hiccup’ or ‘stall’? What rising interest rates mean for Hong Kong home prices

The spectre of looming interest rate rises has revived memories of the 2022 downturn, but the damage will be less severe this time, analysts say.

30 Sep 2026 - 4:24PM

Artificial intelligence

More than half of China’s population is now using generative AI: report

29 Sep 2026 - 9:00PM

Semiconductors

CXMT leans on Chinese toolmakers in US$5.2b expansion push: source

29 Sep 2026 - 5:30PMvideocam

Banking & finance

Rivals move to poach Morgan Stanley clients after accidental deal leak

The affected clients have not taken legal action against Morgan Stanley or requested a replacement sponsor, according to a source.

25 Sep 2026 - 12:41PM

An accidental disclosure of confidential information by a Morgan Stanley employee has sent ripples through Hong Kong’s investment banking industry. Photo: Dickson Lee

Banking & finance

Morgan Stanley leak of confidential deal pipeline alarms Hong Kong market

Morgan Stanley says it ‘promptly took steps to address this inadvertent sharing of information’ and that it is engaged with relevant parties.

24 Sep 2026 - 12:36PM

Mainland China

PBOC pledges further opening-up to foreign financial institutions

PBOC governor Pan Gongsheng vows to promote ‘high-level financial opening-up’ in meeting with foreign banks and investment firms.

22 Sep 2026 - 3:33PM

Hong Kong property

The View | Why a hawkish US Fed won’t derail Hong Kong’s property recovery

Higher interest rates may dampen momentum, but solid demand, improving sentiment and effective policy execution will prove more decisive.

21 Sep 2026 - 4:30PM

People walk past a real estate agency in Telford Plaza, Kowloon Bay, Hong Kong on August 16. Photo: Karma Lo

Artificial intelligence

China is beating the US in consumer AI adoption, thanks to super apps: report

While the US has a lead in frontier AI, China’s advantage stems from distributing services through platforms tailored to local habits.

15 Sep 2026 - 7:00PM

Hong Kong stock market

Hong Kong investors face volatility without prospect of state help

State buying appears to quash panic selling in mainland China-listed shares, but Hong Kong’s unsettled market can’t expect government intervention.

10 Sep 2026 - 4:38PM

IPO

More Chinese developers of brain-computer interfaces move towards IPOs

Arfysica and Neuracle aim for Star Market listings amid what a Morgan Stanley analyst calls the ‘early stage of a multi-year IPO upcycle’.

8 Sep 2026 - 3:13PMvideocam

The firms join a broader trend of hi-tech firms flocking to the Shanghai Stock Exchange’s Nasdaq-style Star Market. Photo: Xinhua

Electric & new energy vehicles

In Focus | China’s EV makers see synergy in their race to beat Tesla in humanoid robotics

Robotics has supply chain synergy with smart EV production because key components like cameras and radar, as well as software, are in both.

7 Sep 2026 - 10:02AM

Commodities

Why younger investors worldwide are stashing physical gold despite price swings

Gen Z buyers are driving demand for bullion, spurred by geopolitical tensions, inflation and the appeal of owning gold outright.

3 Sep 2026 - 3:40PM

Semiconductors

Attack the chokepoints: how years of US export curbs reshaped China’s tech scene

China’s tech start-ups now focus far more on key ‘chokepoint’ technologies, especially in the chip supply chain, Morgan Stanley report finds.

3 Sep 2026 - 3:22PMvideocam

Hong Kong stock market

Shein shares recover after 10% drop on Hong Kong debut

The fast-fashion retailer sold 280 million shares at HK$48.56 each, according to an exchange filing Monday.

1 Sep 2026 - 5:30PMvideocam

Shein Global Holdings employees, including founder Sky Xu (centre, top row) at the listing ceremony in Hong Kong on Tuesday. Photo: Jonathan Wong

Semiconductors

China’s CXMT posts massive 870% revenue surge as ‘aggressive expansion’ pays off

China’s leading DRAM chipmaker outperforms its own forecasts in its first financial results since a blockbuster Shanghai listing.

28 Aug 2026 - 7:06PM

US Federal Reserve

US Treasury bond buy-back reinforces gold debasement trade ahead of Jackson Hole

Treasury buy-backs bolster gold’s rally as investors await US Federal Reserve’s annual meeting at Jackson Hole.

25 Aug 2026 - 10:26AM

Alibaba

Top Alibaba executives purchase US$15m in shares following landmark AI placement

The personal investments from Joe Tsai and Eddie Wu follow firm’s 710 million share sale, one of China’s largest AI fundraising efforts.

24 Aug 2026 - 7:14PM

IPO

Shein seeks to raise up to US$1.76 billion in Hong Kong IPO

Based on maximum offer price, IPO would value online fast-fashion retailer at over US$27 billion.

24 Aug 2026 - 6:00PMvideocam

Banking & finance

End of the affair? How China and Wall Street, once so close, are drifting apart

Beijing once courted Wall Street’s titans, hailing them as ‘old friends of China’. But the relationship today is far frostier.

23 Aug 2026 - 6:00PM

Robotics

Are humanoid robots the future? Chinese makers instead highlight practicality

The industry is seeing a shift from flashy demonstrations, like kickboxing and dancing, to real-world deployment.

23 Aug 2026 - 11:00AMvideocam

Robotics

From spectacle to scale: why China’s robotics firms face a ‘critical juncture’

China’s robots have won global attention with a string of viral stunts. But firms now face growing pressure to generate real-world returns.

19 Aug 2026 - 8:03PMvideocam

A robot band plays music during the 2026 World Robot Conference in Beijing on Wednesday. Photo: AFP

Hong Kong stock market

Hong Kong exchange extends CEO Bonnie Chan’s term for 3 more years

Tenure to extend until 2030 for CEO who is ‘strengthening Hong Kong’s role as a leading international financial centre’, chairman says.

18 Aug 2026 - 3:21AM

Bonnie Chan Yiting became the first woman to lead Hong Kong Exchanges and Clearing in 2024. Photo: Dickson Lee

Artificial intelligence

Next silicon? AI data centre material faces price spike amid China supply crunch

Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.

17 Aug 2026 - 10:00PMvideocam

Semiconductors

China’s YMTC breaks into top 3 flash-memory suppliers with 14% market share

The chipmaker captured a larger proportion of bit shipments, but still ranks fifth by revenue due to heavier exposure to lower-value products.

13 Aug 2026 - 4:25PM

IPO

Shein set for Hong Kong IPO next week, eyes US$35b valuation: sources

Singapore-based company, which was founded in China, aims to raise as much as US$2.8 billion and began gauging investor demand last week.

11 Aug 2026 - 2:11PM

Packs of clothing for Shein are displayed at a garment factory in Guangzhou, in southern China’s Guangdong province, on July 2. Photo: Reuters

Robotics

AgiBot dethrones Unitree as world’s top humanoid maker ahead of IPOs

AgiBot’s shipments surged 562 per cent year on year, supported by a portfolio of full-size bipedals, compact units and wheeled robots.

10 Aug 2026 - 7:30PM

An Agibot humanoid robot is pictured at the company’s facility in Shanghai, on August 4, 2026. Photo: Xinhua

Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

10 Aug 2026 - 5:03PM

Artificial intelligence

Jevons Paradox: why China’s cheap AI models could be good for Silicon Valley

China’s open-weight models have led AI firms to slash prices, but they will also massively boost overall AI demand, analysts say.

9 Aug 2026 - 5:09PMvideocam

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Morgan Stanley

‘Hiccup’ or ‘stall’? What rising interest rates mean for Hong Kong home prices

The spectre of looming interest rate rises has revived memories of the 2022 downturn, but the damage will be less severe this time, analysts say.

More than half of China’s population is now using generative AI: report

CXMT leans on Chinese toolmakers in US$5.2b expansion push: source

Rivals move to poach Morgan Stanley clients after accidental deal leak

The affected clients have not taken legal action against Morgan Stanley or requested a replacement sponsor, according to a source.

Morgan Stanley leak of confidential deal pipeline alarms Hong Kong market

Morgan Stanley says it ‘promptly took steps to address this inadvertent sharing of information’ and that it is engaged with relevant parties.

PBOC pledges further opening-up to foreign financial institutions

PBOC governor Pan Gongsheng vows to promote ‘high-level financial opening-up’ in meeting with foreign banks and investment firms.

.css-1pcrwvc{color:#2aa191;}The View | Why a hawkish US Fed won’t derail Hong Kong’s property recovery

Higher interest rates may dampen momentum, but solid demand, improving sentiment and effective policy execution will prove more decisive.

China is beating the US in consumer AI adoption, thanks to super apps: report

While the US has a lead in frontier AI, China’s advantage stems from distributing services through platforms tailored to local habits.

Hong Kong investors face volatility without prospect of state help

State buying appears to quash panic selling in mainland China-listed shares, but Hong Kong’s unsettled market can’t expect government intervention.

More Chinese developers of brain-computer interfaces move towards IPOs

Arfysica and Neuracle aim for Star Market listings amid what a Morgan Stanley analyst calls the ‘early stage of a multi-year IPO upcycle’.

.css-1f6sr3w{color:#727272;}In Focus | China’s EV makers see synergy in their race to beat Tesla in humanoid robotics

Robotics has supply chain synergy with smart EV production because key components like cameras and radar, as well as software, are in both.

Why younger investors worldwide are stashing physical gold despite price swings

Gen Z buyers are driving demand for bullion, spurred by geopolitical tensions, inflation and the appeal of owning gold outright.

Attack the chokepoints: how years of US export curbs reshaped China’s tech scene

China’s tech start-ups now focus far more on key ‘chokepoint’ technologies, especially in the chip supply chain, Morgan Stanley report finds.

Shein shares recover after 10% drop on Hong Kong debut

The fast-fashion retailer sold 280 million shares at HK$48.56 each, according to an exchange filing Monday.

China’s CXMT posts massive 870% revenue surge as ‘aggressive expansion’ pays off

China’s leading DRAM chipmaker outperforms its own forecasts in its first financial results since a blockbuster Shanghai listing.

US Treasury bond buy-back reinforces gold debasement trade ahead of Jackson Hole

Treasury buy-backs bolster gold’s rally as investors await US Federal Reserve’s annual meeting at Jackson Hole.

Top Alibaba executives purchase US$15m in shares following landmark AI placement

The personal investments from Joe Tsai and Eddie Wu follow firm’s 710 million share sale, one of China’s largest AI fundraising efforts.

Shein seeks to raise up to US$1.76 billion in Hong Kong IPO

Based on maximum offer price, IPO would value online fast-fashion retailer at over US$27 billion.

End of the affair? How China and Wall Street, once so close, are drifting apart

Beijing once courted Wall Street’s titans, hailing them as ‘old friends of China’. But the relationship today is far frostier.

Are humanoid robots the future? Chinese makers instead highlight practicality

The industry is seeing a shift from flashy demonstrations, like kickboxing and dancing, to real-world deployment.

From spectacle to scale: why China’s robotics firms face a ‘critical juncture’

China’s robots have won global attention with a string of viral stunts. But firms now face growing pressure to generate real-world returns.

Hong Kong exchange extends CEO Bonnie Chan’s term for 3 more years

Tenure to extend until 2030 for CEO who is ‘strengthening Hong Kong’s role as a leading international financial centre’, chairman says.

Next silicon? AI data centre material faces price spike amid China supply crunch

Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.

China’s YMTC breaks into top 3 flash-memory suppliers with 14% market share

The chipmaker captured a larger proportion of bit shipments, but still ranks fifth by revenue due to heavier exposure to lower-value products.

Shein set for Hong Kong IPO next week, eyes US$35b valuation: sources

Singapore-based company, which was founded in China, aims to raise as much as US$2.8 billion and began gauging investor demand last week.

AgiBot dethrones Unitree as world’s top humanoid maker ahead of IPOs

AgiBot’s shipments surged 562 per cent year on year, supported by a portfolio of full-size bipedals, compact units and wheeled robots.

Memory prices to peak this year in upcycle turning point, research suggests

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

Jevons Paradox: why China’s cheap AI models could be good for Silicon Valley

China’s open-weight models have led AI firms to slash prices, but they will also massively boost overall AI demand, analysts say.

The View | Why a hawkish US Fed won’t derail Hong Kong’s property recovery

In Focus | China’s EV makers see synergy in their race to beat Tesla in humanoid robotics