Is Clean Power at a Tipping Point in Asi...

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

Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face.Read more insights from Morgan Stanley.----- Transcript ----- ... 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

<p>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 ... Show More

Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India’s prolific two-wheelers and bu ... Show More

Thailand and Malaysia both depend on exports to countries like China and the US for economic growth. The Southeast Asian nations are now potentially facing some of US President Donald Trump’s most punishing tariff rates. We look at some of their key industries, like rubber and ma ... Show More

Using electricity seems so simple: You flip a switch, and the light turns on. Yet behind that simple action is a sprawling and complex system of supply, demand and free-market economics. Today’s show dives into power markets. What are they and what role do they play in increasing ... Show More

Anger over rising energy costs will eventually force states to allow more natural gas infrastructure to be built in the US, according to one of the nation’s largest producers of the fuel. “We’ve never produced more energy than we’re producing now, but Americans’ energy bills are ... Show More

Chinese wind turbine makers are expanding their global footprint at an impressive rate. Leading manufacturers like Goldwind, Envision, Mingyang and Windey are exporting their turbines at a significant discount to Western incumbents, undercutting their rivals and establishing them ... Show More

<p>Nuclear power is back at the centre of the global energy conversation again. Is a real renaissance in the industry under way? Or are we just in another moment of excitement before familiar challenges emerge and the hype cycle turns down again?</p><p>In the second of three spec ... Show More