Chetan Ahya: Why are Asia’s Exports Deflating...

The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Head of Public Policy Research Ariana Salvatore about the compe ...  Show more

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on ...  Show more

Shanghai-based diamond dealer and consultant Chen Shen reflects on the recent slump in Chinese consumer spending. Is the economy to blame — or are synthetics taking over? 

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China econom ...  Show more

From rice to rubber, manufacturing to tourism, Thailand is one of Southeast Asia’s most important export-driven economies. And its trading partners include China and the US. But the country's been struggling to bounce back from the effects of the Covid pandemic. Ever since US Pre ...  Show more

A lousy Manufacturing PMI reading out of China pulled the Hang Seng index officially into bear market territory, sent the yuan crashing through 7.10, and seemed to have set off a broader, risk-off market move that reverberated across asset classes globally. But, did yet another p ...  Show more