Is Clean Power at a Tipping Point in Asia?

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights f ...  Show more

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investment-led growth cycle with meaningful market upside.Read more insights from Morgan ...  Show more

Everywhere you look, you can see the decline of Western hegemony, as the world is increasingly multipolar. Ben Norton analyzes the rise of China, development of Global South economies, and increasing unity in Asia. A symbol of this was the historic ASEAN-GCC-China Summit held in ...  Show more

Southeast Asia is an up-and-coming player in the energy transition. As the region’s production capacity has grown, so have its exports of key clean-power technologies. Within Southeast Asia, favorable policy has encouraged the growth of cheap renewable energy and electric vehicle ...  Show more

Nuclear power is back in favour, as more countries across the world consider ways to cut carbon emissions to combat climate change. Countries like China and Japan are planning to build more reactors, but should nations in Africa invest in renewable sources of generating electrici ...  Show more

Low-carbon hydrogen has taken a few knocks in the headlines lately. There have been cancelled projects and fewer splashy announcements. Policy support has been jittery. Is momentum fading, or are we simply moving out of the hype phase and into the serious work of delivery? Hos ...