Yesterday

High Mortgage Rates and a Stuck Housing Market

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

9m 5s

Oct 7

Will Midterms Test the AI Investment Cycle?

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

4m 34s

Oct 6

Japan’s Banks Enter a New Era of Opportunity

Our Japan Financials Analyst Mia Nagasaka explains why a once-in-30-year investment cycle could transform corporate financing and open a new chapter for Japanese banks.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Mia Nagasaka ... Show More

4m 18s

Apr 2025

China's game-changing pharmaceutical and biotech industry

China is fast becoming a major player in the global pharmaceutical and biotech industries. Once focused primarily on generic and me-too drugs, Chinese companies are now making headlines with innovative breakthroughs in oncology and gene therapy. Foreign investors are taking notic ... Show More

21m 1s

Dec 2018

Healthcare: China’s Biotech Revolution

China’s biotech industry is booming. Driven by vast government funding and Western partnerships, the country is introducing new commercial drugs at a faster pace than ever before. But could controversial topics such as human genetic engineering derail its accelerated growth? Shan ... Show More

36m 3s

Sep 2023

What the world can learn from China's innovation playbook | Keyu Jin

In the last few decades, China has gone from technological scarcity to abundance. What sparked this shift? Economist Keyu Jin explores how China has fostered a model of innovation unlike any other and shows why understanding its competitive, collaborative approach could benefit t ... Show More

16m 3s

Sep 2023

The intersection of technology and healthcare

Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the c ... Show More

25m 15s

Jun 2023

Biotechnology and Healthcare: A New Dawn? With Bob Bradway, CEO of Amgen

The late Steve Jobs of Apple said “I think the biggest innovation of the 21st century will be at the intersection of biology and technology, a new era is beginning”.If you want see how biotech can change the world of health, whilst potentially being capable of creating extraordin ... Show More

39m 55s

Sep 2025

Exploring China's Digital Belt & Road with Louis-Vincent Gave

Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More

48m 19s

Feb 2025

Examining China's Recent Tech Rally

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ... Show More

21m 40s

May 2024

China's race to tech supremacy: Shenzhen speed

<p>How did China go from tech imitator to innovator? The FT’s James Kynge reports from Shenzhen, known as China’s Silicon Valley, where he explores the city’s vast electronics markets with inventor Noah Zerkin, an American who’s based himself in China, visits robot start-up Youib ... Show More

26m 16s

Jun 2025

Human Health: Society and the Future of Biotech

Biotechnology is the use of biology in the production of new products, services, and organisms with the aim of improving human health and society. In 2024, the global biotech market was worth $1.68 trillion. By application, the health segment was responsible for just over half of ... Show More

30m 35s