34 h. ago Investors underinvested in China, though many express interest: Morgan Stanley

Investors underinvested in China, though many express interest: Morgan Stanley  South China Morning Post

Economics

5 d. ago AI might solve China’s labour woes, but could also fuel deflation, report says

While the rise of artificial intelligence (AI) is set to mitigate an expected shortage of labour in China in the long run, market observers differ on its impact on deflationary pressures in the near term. The wider adoption of AI in China could exacerbate “China’s prevailing deflationary pressures” by disrupting an already-weak employment market, as the labour displacement effects of the technology might dominate in the short term, Morgan Stanley analysts said in a research report published last...

Politics

6 d. ago Still ‘over’? Stephen Roach says Hong Kong a surprise winner in US

American economist Stephen Roach has said that Hong Kong has benefited from the US-China trade war despite last year having declared the city to be “over”, even as he claimed that other aspects of the financial hub had worsened. The former Morgan Stanley Asia chairman sparked debate last year after he penned an opinion piece which argued, in part, that Hong Kong would be caught in the “crossfire” of the worsening US-China rivalry. “The word caught is the word that, if I had to write the piece...

Politics

6 d. ago Hong Kong’s still ‘over’ but Stephen Roach says city a surprise trade war winner

American economist Stephen Roach has said that Hong Kong has benefited from the US-China trade war despite last year having declared the city to be “over”, even as he claimed that other aspects of the financial hub had worsened. The former Morgan Stanley Asia chairman sparked debate last year after he penned an opinion piece which argued, in part, that Hong Kong would be caught in the “crossfire” of the worsening US-China rivalry. “The word caught is the word that, if I had to write the piece...

Events

8 d. ago More attention coming to China advancements in AI, humanoid tech: Morgan Stanley

China’s advancements in artificial intelligence (AI) and humanoid technology will continue to capture the imaginations of investors as the world turns its focus to the region, according to Morgan Stanley’s director of pan-Asia research. “The DeepSeek announcement has shifted the fundamental discussion about China to technological innovation,” said Magdalena Stoklosa in an interview last month. “This theme is multi-year and incredibly important.” Her team identified technological diffusion and...

Politics

8 d. ago Exclusive | More attention coming to China advancements in AI, humanoid tech: Morgan Stanley

Exclusive | More attention coming to China advancements in AI, humanoid tech: Morgan Stanley  South China Morning Post

Politics

1 week ago Beijing & Vatican: a short history of religion and Catholicism in China

Beijing & Vatican: a short history of religion and Catholicism in China  The Indian Express

Politics

1 week ago 5 Chinese firms seek Hong Kong IPOs, joining fundraising flurry

Five mainland companies have filed preliminary listing applications with the Hong Kong stock exchange to raise capital, joining the flurry of Chinese start-ups that have pushed the city to the top of the global ranking for initial public offerings (IPOs). The pack is led by Muyuan Foods, one of the world’s largest hog breeders and pork producers, which may raise up to US$1 billion through a secondary listing. Shenzhen-listed Muyuan has appointed Morgan Stanley Asia, CLSA and Goldman Sachs (Asia)...

Economics

2 w. ago Trump administration targets Harvard’s China links: What you need to know

Trump administration targets Harvard’s China links: What you need to know  The Indian Express

Politics

3 w. ago ‘China’s Ozempic’ may vie with Eli Lilly, Novo Nordisk for global weight

Drug manufacturers to focus on China and Japan, where penetration is low and innovation continues to emerge, Morgan Stanley says.

Politics

4 w. ago After tariff standoff, US and China agree to trade deal in Geneva

After tariff standoff, US and China agree to trade deal in Geneva  The Indian Express

Economics