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Morgan Stanley Turns More Bullish on China Stocks as Yuan and Earnings Outlook Improve

By Rebecca Hsu on May 14, 2026 11:09 am |

Asia Market and Asia News

Hong Kong, 14 May 2026 – Morgan Stanley has turned more constructive on Chinese equities, citing improving corporate earnings, a stronger yuan outlook and better investor sentiment as global funds reassess exposure to one of Asia’s largest markets.

The investment bank expects Chinese stocks to extend their rebound as earnings momentum improves and macro conditions become more supportive. Strategists led by Laura Wang said China’s second-quarter profit outlook is likely to strengthen after first-quarter results showed fewer negative surprises, suggesting that earnings pressure may be easing.

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Author

  • Rebecca Hsu is a Senior Economist and Lead Analyst for The Ledger Asia, focusing on the rapidly evolving financial landscapes of East and Southeast Asia. With a background in sovereign risk assessment and emerging market trends, Rebecca provides sharp commentary on trade dynamics, monetary policy, and the digital economy's impact on regional growth.

    Formerly a strategic advisor for major financial institutions in Hong Kong, she excels at translating complex macroeconomic shifts into actionable insights for investors and policymakers. Her work at The Ledger Asia centers on China’s economic transition and the burgeoning manufacturing hubs of ASEAN, ensuring readers stay ahead of Asia’s shifting financial tides.

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