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

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

As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach investors today.Read more insights from Morgan Stanley.----- Tr ... 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

Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More

In 2007, purchase power parity was stronger in India and China; therefore, they contribute more to global growth than the United Kingdom, Japan and the U.S. In 2018, China consumers are beginning to consume and invest. In the past, sovereign wealth funds have helped emerging mark ... Show More

China's economy has been having a tough time. The latest growth figures show the slowest pace of expansion in more than a year. Consumer spending is weak and the property slump is ongoing. The official target of growing the economy by 5% a year is still within reach - thanks to a ... Show More

Are Hong Kong's days as a major financial centre now numbered? The end of the pandemic has seen renewed economic growth. But some say tough anti-Covid rules and anti-protest laws are undermining what was once Asia's leading financial hub as thousands of people leave the territory ... Show More

President Donald Trump thinks that Asia's goods exports are automatically America's loss and as part of his ‘reciprocal’ tariff policy, he has imposed some of the highest import taxes on goods from south-east Asia. So what does this mean for the region? And are Trump's policies p ... Show More