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

Robots install windshields at a SAIC-GM plant in Liuzhou, in China's Guangxi Zhuang autonomous region. Photo: Xinhua

Electric & new energy vehicles

How recharged SAIC and GM tie-up plans to catch up with top EV makers in China

Renewed partnership aims to roll out 30 EVs by 2030, pairing China’s supply chain muscle with GM’s global reach and loyal base.

6 Aug 2026 - 7:01AM

Robotics

China’s X Square Robot submits confidential filing for Hong Kong IPO: sources

5 Aug 2026 - 4:13PM

Electric & new energy vehicles

In Focus | Will new EV batteries fast-charge the global automotive industry?

4 Aug 2026 - 4:55PM

China stock market

From property to portfolios: why Chinese families are walking away from homes

While Chinese families grow cautious, South Korean retail investors use record leverage to chase tech ETFs despite mounting risks.

1 Aug 2026 - 9:00AM

Property’s share of Chinese household assets dropped to 52 per cent in the first quarter of 2026 from 67 per cent in mid-2021, according to a Goldman Sachs report. Photo: Getty

Artificial intelligence

As AI spending soars, can China’s tech giants deliver long-term profits?

Chinese tech giants and frontier AI labs are locked in a parallel race, escalating capital expenditure to match US and domestic rivals.

30 Jul 2026 - 5:00PM

China economy

Macroscope | Upper arm of China’s K-shaped economy both a blessing and a curse

China’s two-speed economy stems from the shift to new growth engines but the export boom it has created is doing little for jobs or consumption.

30 Jul 2026 - 4:30PMvideocam

Hong Kong economy

Hong Kong official slams ‘bias against China’ after new article by Stephen Roach

US economist writes that ‘Hong Kong of old is over’ but deputy finance chief, without naming specific critics, defends city’s international appeal.

30 Jul 2026 - 3:22PM

A view of Hong Kong’s Victoria Harbour, as seen from The Peak. Photo: Karma Lo

Hong Kong stock market

Zhongji Innolight sees rocky start as shares fall on Hong Kong IPO amid AI sell-off

The Chinese firm completed Hong Kong’s biggest IPO of the year, but its debut comes amid waning investor confidence in AI-related stocks.

31 Jul 2026 - 1:39PM

IPO

Listing spotlight: tariffs drag Shein back into the red ahead of Hong Kong IPO

Tariffs, war and rising costs squeeze company’s margins as IPO looms, testing investor appetite for fast-fashion.

27 Jul 2026 - 11:00AM

Artificial intelligence

Supernodes hold promise to break China’s AI bottlenecks – but will they deliver?

Tech firms are racing to build colossal clusters for next-gen AI, but cost, power and scale remain challenges.

25 Jul 2026 - 9:00PM

A supernode server is shown to visitors during the World AI Conference in Shanghai on July 19. Photo: Xinhua

China stock market

Securities watchdog to channel medium- and long-term capital into China markets

Following sharp sell-off, China Securities Regulatory Commission announces raft of measures aimed at maintaining smooth market operations.

24 Jul 2026 - 1:00PM

The China Securities Regulatory Commission headquarters in Beijing. Photo: Simon Song

IPO

Zhongji sets highest subscription threshold in Hong Kong IPO history

Zhongji sets an IPO city record for minimum lot price, which may price out retail investors though institutional demand remains strong.

23 Jul 2026 - 5:00PM

Robotics

Chinese robot maker AgiBot targets a listing in Hong Kong’s booming market

Leading robot maker plans a Hong Kong IPO with Citic, CICC, and Morgan Stanley as sponsors.

24 Jul 2026 - 7:01PM

China stock market

Investors eye China’s July Politburo meeting for stock-stimulus clues

‘We may see an acceleration of policy implementation in the near term to support consumer and technology industries,’ an analyst says.

22 Jul 2026 - 3:12PM

A photo released on July 18, 2024, shows members of the Politburo Standing Committee meeting in Beijing. Photo: Xinhua via AP

Artificial intelligence

Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry

The new model from Moonshot AI has revived doubts over Silicon Valley’s cost-heavy strategy, but analysts expect demand for compute to keep rising.

22 Jul 2026 - 1:11AMvideocam

Kimi K3 is an advanced chatbot developed by Moonshot AI, a Chinese technology company backed by Alibaba Group Holding. Photo: Shutterstock

Hong Kong stock market

Zhongji Innolight already has 30 cornerstone investors for US$8b IPO: sources

The Chinese firm is aiming to raise US$8 billion in its Hong Kong listing on July 30, making it the city’s biggest share sale in seven years.

21 Jul 2026 - 9:31PM

Energy

Asia’s AI boom has a dirty secret: the coal that powers it

In the rush to build the digital future, regional tech hubs are digging up the past.

18 Jul 2026 - 8:00AM

Hong Kong stock market

Hong Kong tech resilience tested as South Korea’s Kospi slides into bear market

Foreign investors have pulled US$110 billion from Seoul this year, rotating into undervalued Chinese giants as momentum seen slowing for expensive tech stocks.

17 Jul 2026 - 4:29PM

A woman is seen near an electronic signboard in the dealing room of Hana Bank in Seoul on Thursday. The Korea Composite Stock Price Index (Kospi) recently slid into a technical bear market. Photo: EPA

Hong Kong stock market

Hong Kong stocks retreat as regional tech volatility offsets short covering

Zhipu AI bucked the downward trend to surge over 11 per cent as volatility surrounding its recent IPO share unlocking began to ease.

9 Jul 2026 - 5:30PM

China’s private sector

China’s biotech boom: RAS-targeted drugs challenge US dominance

The rapid development of China’s RAS-targeted cancer drugs could reshape global oncology and unlock the country’s undervalued biotech firms.

8 Jul 2026 - 2:00PM

US-China relations

Why China and the US are too entangled for a clean financial break

Though relations have turned frosty, analysts said US-China economic ties are too extensive to unwind completely – with dependencies on both sides.

7 Jul 2026 - 6:00AM

Autonomous vehicles

China’s lower tech costs poised to accelerate global robotaxi market: Morgan Stanley

The cost of parts per vehicle for Chinese-made robotaxis was expected to drop to between US$35,000 and US$40,000 in 2027.

6 Jul 2026 - 6:30PM

A Pony.ai robotaxi on the road in Shanghai. Photo: Handout

China’s private sector

China’s carmakers are rewriting Europe’s auto hierarchy

But the rapid gains could slow if the EU widens tariffs on plug-in hybrid electric vehicles, analysts said.

6 Jul 2026 - 7:30AMvideocam

Banking & finance

‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble

China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.

3 Jul 2026 - 8:00AM

Electric & new energy vehicles

Will slowing car sales in China reignite brutal price war in crowded market?

Global consultancy AlixPartners delivers most bearish forecast for Chinese carmakers’ fortunes this year.

1 Jul 2026 - 10:45AM

People check out BYD electric cars in Yantai, Shandong province, in April last year. Photo:

Robotics

UBTech launches lifelike humanoid robots built for companionship in China

The unveiling of model U1, which has silicone skin and emotional AI, reflects tech firms’ drive to expand robotics beyond industrial use.

1 Jul 2026 - 3:32PMvideocam

The U1 humanoid robot. Compared with industrial robots, consumer models face stricter requirements for appearance, privacy protection and long-term human interaction. Photo: Caroline Wang

Robotics

Now hiring: Nvidia’s robotics team ramps up its China talent hunt

The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment.

30 Jun 2026 - 9:30PM

China’s private sector

Hong Kong draws royalties giant as mainland China biotech licensing heats up

Royalty financing offers new cash source as global investors pursue Chinese drug breakthroughs despite US pressure, Royalty Pharma says.

30 Jun 2026 - 11:00AM

Help preserve 120 years of quality journalism.

SUPPORT NOW

Morgan Stanley

How recharged SAIC and GM tie-up plans to catch up with top EV makers in China

Renewed partnership aims to roll out 30 EVs by 2030, pairing China’s supply chain muscle with GM’s global reach and loyal base.

China’s X Square Robot submits confidential filing for Hong Kong IPO: sources

.css-1f6sr3w{color:#727272;}In Focus | Will new EV batteries fast-charge the global automotive industry?

From property to portfolios: why Chinese families are walking away from homes

While Chinese families grow cautious, South Korean retail investors use record leverage to chase tech ETFs despite mounting risks.

As AI spending soars, can China’s tech giants deliver long-term profits?

Chinese tech giants and frontier AI labs are locked in a parallel race, escalating capital expenditure to match US and domestic rivals.

.css-1pcrwvc{color:#2aa191;}Macroscope | Upper arm of China’s K-shaped economy both a blessing and a curse

China’s two-speed economy stems from the shift to new growth engines but the export boom it has created is doing little for jobs or consumption.

Hong Kong official slams ‘bias against China’ after new article by Stephen Roach

US economist writes that ‘Hong Kong of old is over’ but deputy finance chief, without naming specific critics, defends city’s international appeal.

Zhongji Innolight sees rocky start as shares fall on Hong Kong IPO amid AI sell-off

The Chinese firm completed Hong Kong’s biggest IPO of the year, but its debut comes amid waning investor confidence in AI-related stocks.

Listing spotlight: tariffs drag Shein back into the red ahead of Hong Kong IPO

Tariffs, war and rising costs squeeze company’s margins as IPO looms, testing investor appetite for fast-fashion.

Supernodes hold promise to break China’s AI bottlenecks – but will they deliver?

Tech firms are racing to build colossal clusters for next-gen AI, but cost, power and scale remain challenges.

Securities watchdog to channel medium- and long-term capital into China markets

Following sharp sell-off, China Securities Regulatory Commission announces raft of measures aimed at maintaining smooth market operations.

Zhongji sets highest subscription threshold in Hong Kong IPO history

Zhongji sets an IPO city record for minimum lot price, which may price out retail investors though institutional demand remains strong.

Chinese robot maker AgiBot targets a listing in Hong Kong’s booming market

Leading robot maker plans a Hong Kong IPO with Citic, CICC, and Morgan Stanley as sponsors.

Investors eye China’s July Politburo meeting for stock-stimulus clues

‘We may see an acceleration of policy implementation in the near term to support consumer and technology industries,’ an analyst says.

Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry

The new model from Moonshot AI has revived doubts over Silicon Valley’s cost-heavy strategy, but analysts expect demand for compute to keep rising.

Zhongji Innolight already has 30 cornerstone investors for US$8b IPO: sources

The Chinese firm is aiming to raise US$8 billion in its Hong Kong listing on July 30, making it the city’s biggest share sale in seven years.

Asia’s AI boom has a dirty secret: the coal that powers it

In the rush to build the digital future, regional tech hubs are digging up the past.

Hong Kong tech resilience tested as South Korea’s Kospi slides into bear market

Foreign investors have pulled US$110 billion from Seoul this year, rotating into undervalued Chinese giants as momentum seen slowing for expensive tech stocks.

Hong Kong stocks retreat as regional tech volatility offsets short covering

Zhipu AI bucked the downward trend to surge over 11 per cent as volatility surrounding its recent IPO share unlocking began to ease.

China’s biotech boom: RAS-targeted drugs challenge US dominance

The rapid development of China’s RAS-targeted cancer drugs could reshape global oncology and unlock the country’s undervalued biotech firms.

Why China and the US are too entangled for a clean financial break

Though relations have turned frosty, analysts said US-China economic ties are too extensive to unwind completely – with dependencies on both sides.

China’s lower tech costs poised to accelerate global robotaxi market: Morgan Stanley

The cost of parts per vehicle for Chinese-made robotaxis was expected to drop to between US$35,000 and US$40,000 in 2027.

China’s carmakers are rewriting Europe’s auto hierarchy

But the rapid gains could slow if the EU widens tariffs on plug-in hybrid electric vehicles, analysts said.

‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble

China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.

Will slowing car sales in China reignite brutal price war in crowded market?

Global consultancy AlixPartners delivers most bearish forecast for Chinese carmakers’ fortunes this year.

UBTech launches lifelike humanoid robots built for companionship in China

The unveiling of model U1, which has silicone skin and emotional AI, reflects tech firms’ drive to expand robotics beyond industrial use.

Now hiring: Nvidia’s robotics team ramps up its China talent hunt

The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment.

Hong Kong draws royalties giant as mainland China biotech licensing heats up

Royalty financing offers new cash source as global investors pursue Chinese drug breakthroughs despite US pressure, Royalty Pharma says.

In Focus | Will new EV batteries fast-charge the global automotive industry?

Macroscope | Upper arm of China’s K-shaped economy both a blessing and a curse