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 combination of factors like wider opening, improving labour market and terms of trade for the rural sector will result in rural demand rebound in India, said Morgan Stanley on Wednesday.
Historically, Indian equities have entered bear markets when the US has slipped into recession, foreign brokerage, Morgan Stanley said in a report. The US interest rate cycle and, thus, the US dollar could continue to be a source of volatility for Indian equities in the coming months due to their negative effect on earnings and BoP.
The monetary policy tightening in the US and the subsequent strength in the dollar could continue to be a source of volatility for Indian equities in the coming months, due to their negative effect on earnings and balance of payments, said Morgan Stanley.
Faced with sticky inflation and a continued hawkish stance by various central banks, the Reserve Bank of India is likely to raise repo rates by another 50 basis points with an unchanged policy stance when it meets for the next monetary review, global investment and financial services firm Morgan Stanley said.
RIL's capex will increase investor confidence on the $70 billion value creation pivot in the energy business, Morgan Stanley said while moving RIL's scrip to its top pick category.
