5 d. ago Hong Kong property: Citi lifts forecast after Morgan Stanley’s upgrade

Major financial institutions, including Citi and Bank of America, are increasingly optimistic about Hong Kong’s residential property market this year, as lower mortgage rates and strong leasing demand change buying behaviour. Citi raised its home price forecast to 8 per cent this year, up from 3 per cent in October, citing a faster-than-expected rebound last year. “[There will be] further acceleration in 2027 under a multi-year upcycle,” said Griffin Chan, head of Asia-Pacific property research...

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8 d. ago China’s yuan to strengthen to 6.85 per US dollar in first quarter of 2026: Morgan Stanley

Morgan Stanley has revised its outlook for the yuan, now forecasting it to strengthen to about 6.85 per US dollar in the first quarter of 2026 from a previous call of 7.05, before weakening slightly to about 7.0 by the end of the year. The bank said it expects China’s “robust” exports through 2026 to 2027 to provide “a steady tailwind to nominal yuan”, with volumes projected to grow 5 to 6 per cent as the recovery in global demand broadens beyond tech and the country’s price competitiveness...

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8 d. ago Yuan to strengthen to 6.85 per US dollar in first quarter 2026: Morgan Stanley

Yuan to strengthen to 6.85 per US dollar in first quarter 2026: Morgan Stanley  South China Morning Post

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1 week ago Morgan Stanley lifts Hong Kong property to ‘attractive’, with rebound to extend into 2027

Morgan Stanley upgraded Hong Kong’s property sector to “attractive”, noting that an all-round improvement in the city’s economy and a policy-driven recovery will continue to push prices higher this year. The US investment bank forecast home prices to rise around 10 per cent in 2026, with further gains expected in 2027, pointing out that the ongoing rebound marks the start of a new upcycle. “We expect all three sub-segments – Hong Kong residential prices, Central office rents and retail rents –...

Politics

2 w. ago Why investors should remain bullish on Hong Kong, mainland stocks in 2026

Judging by investor sentiment in the final quarter of last year, the spectacular rally in mainland Chinese and Hong Kong equities is over. The CSI 300 index of Shanghai- and Shenzhen-listed stocks declined 0.2 per cent while the MSCI China Index fell by over 7 per cent. The Hang Seng Index, meanwhile, lost 4.5 per cent. While most Wall Street banks remain bullish on Chinese stocks, some have turned more cautious. Morgan Stanley believes 2026 will be “a year of stabilization after 2025’s high...

Economics

2 w. ago Morgan Stanley downgrades MGM China stock rating on higher royalty payments

Morgan Stanley downgrades MGM China stock rating on higher royalty payments  Investing.com

Politics

3 w. ago Hong Kong’s Operation Santa Claus strengthened by Morgan Stanley’s enduring support

Morgan Stanley’s fundraising drive for Operation Santa Claus (OSC) has kept the firm on course to remain the campaign’s top corporate supporter for the ninth consecutive year, extending a partnership of nearly three decades that has engaged employees across divisions, seniority levels and borders. According to Gokul Laroia, CEO of Asia at Morgan Stanley, the global financial services firm’s enduring support for OSC reflected its long-term commitment to giving back to the community, as...

Politics

3 w. ago ‘Chinese innovation’ becomes global buzzword: FM on Morgan Stanley ranking China top in humanoid robot patents

‘Chinese innovation’ becomes global buzzword: FM on Morgan Stanley ranking China top in humanoid robot patents  Global Times

Politics

4 w. ago China packs a patent punch in the race to build humanoid robots

China has pulled far ahead in the race to build humanoid robots, issuing five times as many related patents as the United States over the past five years, Morgan Stanley said in its latest Robot Almanac. In “Robot Almanac, Volume 3: Humanoids & Industrial Robots”, released on Tuesday as part of a six-volume series, Morgan Stanley said China recorded 7,705 humanoid patents over the past five years, compared with 1,561 in the US. Japan ranked next with 1,102, followed by the World Intellectual...

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