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

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts ... Show More

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ... Show More

The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behind it.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvat ... 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

China once again misses consensus estimates on three of their latest data releases today, showing weakness in retail sales, industrial production, fixed asset investment, as well as a record high 20% youth unemployment rate.Given the deluge of macro data out of China so far this ... 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