3 d. ago Nvidia Faces More Disruption From New China Export Curbs Than Expected, Morgan Stanley Says

Nvidia Faces More Disruption From New China Export Curbs Than Expected, Morgan Stanley Says  Investopedia

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9 d. ago Trade war puts China’s corporate earnings recovery at risk, Morgan Stanley says

US investment bank sees downside risk to its bet on corporate earnings recovery in 2025 as the US-China tariff war escalates.

Events

1 week ago Hong Kong’s office segment to see faster turnaround than retail sector: Morgan Stanley

‘We think the Hong Kong office market is not structurally impaired,’ Morgan Stanley’s Praveen Choudhary says.

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3 w. ago Morgan Stanley lifts China stock market target but flags a key risk

Morgan Stanley lifts China stock market target but flags a key risk  MarketWatch

Events

3 w. ago ‘China is back’ as Goldman, Morgan Stanley whet global appetite for equities

‘China is back’ as Goldman, Morgan Stanley whet global appetite for equities  South China Morning Post

Politics

3 w. ago ‘China is back’ as Goldman, Morgan Stanley rush to rerate, with appetite at post

Morgan Stanley raised its year-end index targets for MSCI China and Hang Seng by more than 7 per cent on improved outlook for earnings and valuations.

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3 w. ago Morgan Stanley raises Chinese stock targets again on earnings optimism

Morgan Stanley raises Chinese stock targets again on earnings optimism  Reuters

Events

3 w. ago Morgan Stanley Raises China Stock Targets Again, Citing Earnings

Morgan Stanley Raises China Stock Targets Again, Citing Earnings  Bloomberg

Events

3 w. ago What tariffs? Another China GDP forecast rises on fast start, capital outlays

Morgan Stanley joins others in growing more bullish on China’s economy for the year, but US tariffs seen biting amid ‘supply-chain rewiring’.

Politics