Sensex at 95,000? Morgan Stanley bets on 22% surge as market ‘bottom’ nears
Morgan Stanley sees Indian equities entering a recovery phase with improving earnings and low valuations, projecting a sharp upside for Sensex over the next two years.
Morgan Stanley sees Indian equities entering a recovery phase with improving earnings and low valuations, projecting a sharp upside for Sensex over the next two years.
A report highlights how a defence-focused ETF inquiry linked to Pete Hegseth surfaced before escalation in West Asia, drawing attention to timing and geopolitical context.
Morgan Stanley highlighted that in a bull-case scenario (attaching a 30 per cent probability), Morgan Stanley sees the Sensex hitting the 100,000 mark by June 2026.
Following the analyst note, shares of Reliance Industries Ltd gained over 2% in Tuesday's trade.
Following US President Donald Trump’s announcement of a 25% tariff, a Morgan Stanley report says India is poised to play a larger role in the global economy in the coming decades.
A final trade deal with the US, more capex announcements, acceleration in loans, uniform improvement in high frequency data, and improving trade with China were cited as the likely triggers for the possible massive growth, it said.
In its latest note, the US-headquartered investment bank sees 18 per cent base case upside for the BSE Sensex by the December end.
In its report, the rating agency highlighted the 10 big changes, mostly because of India's policy choices, and their implications for its economy and market.
The report titled 'Why This Is India's Decade' looked at the trends and policies shaping the future of India's economy. The four global trends -- demographics, digitalization, decarbonization, and deglobalization are favouring what it termed as New India, the report said. It said India would drive a fifth of global growth through the end of this decade.
India's wholesale price index-based inflation eased to 10.7 per cent in September as against 12.41 per cent recorded in the previous month, as per the government data released on Friday. Despite the decline, Whole Price Index (WPI) based inflation has, however, remained in double digits for the 18th month in a row.
