Morgan Stanley Turns Bullish On India, Bets On Financials, Consumer Plays, Industrials
Reflecting this conviction, the global brokerage firm has realigned its portfolio strategy to favour domestic cyclicals over defensives and export-led sectors.
Oct 03, 2025, 13:51 PM IST
RBI May Cut Rates In December And February, Repo Rate Could Fall To 5%: Morgan Stanley
The report suggests that the repo rate, which currently stands at 5.50 per cent, may gradually come down to 5 per cent by the end of 2026.
Oct 01, 2025, 20:17 PM IST
Infosys Announces First Share Buyback In 3 Years: Key Details Inside
As of Q1 FY25, the company held cash and equivalents of Rs 45,200 crore and net worth of Rs 95,350 crore. Its last buyback was in October 2022, and this will mark the fifth since 2017. Analysts note that such a move could help cushion the impact of global economic volatility. The capital return program was outlined by Infosys in Q4 FY24.
Sep 09, 2025, 14:08 PM IST
Upcoming GST Reforms Improve India's Outlook For Consumption, Demand: Morgan Stanley
The central government is likely to conduct a major overhaul of GST, a major source of indirect tax rates. Morgan Stanley, in a report dated August 17, said this next-generation reforms should support consumption.
Aug 18, 2025, 17:27 PM IST
Morgan Stanley Expects One More Rate Cut In October Amid Cooling Inflation In India
In its latest research report, Morgan Stanley said consumer price index (CPI) inflation has been consistently falling below 4 per cent since February this year. For the first half of calendar year 2025 (H1 CY25), inflation averaged just 3.2 per cent, compared to 5 per cent during the same period previous year.
Jul 18, 2025, 15:29 PM IST
Sensex To Hit 89,000 By June 2026: Morgan Stanley
This revision reflects the firm's increased confidence in India's long-term growth story, supported by strong economic fundamentals and improved earnings outlook.
May 21, 2025, 16:08 PM IST
Morgan Stanley To Cut Nearly 2,000 Jobs To Trim Costs
Bank of America also recently laid off 150 junior bankers from its investment banking division.
Mar 21, 2025, 15:30 PM IST
India's CPI Inflation To Average 4 Per Cent In FY26, 75bps Rate Easing Cycle Likely: Morgan Stanley
India's CPI inflation dropped to 3.61 per cent in February, marking the first time in six months that it fell below the RBI target of 4 per cent.
Mar 18, 2025, 10:59 AM IST
Indian Stocks Could See Revival Soon, Global Factors Are The Key: Morgan Stanley
India is coming out of its slow growth patch of the past few months, the brokerage said, adding that the global news has turned better.
Feb 18, 2025, 14:37 PM IST
Morgan Stanley Expects RBI To Inject More Liquidity, Go For 2nd Rate Cut In April
These growth-inflation dynamics open up policy space for the MPC to support growth, while remaining focussed on aligning inflation with the target.
Feb 07, 2025, 20:46 PM IST
Sensex Projected To Rise 18 Per Cent By End Of 2025: Morgan Stanley
Infrastructure spending, restructuring GST rates, direct tax reforms, more free trade agreements, and focus on energy transition are other areas that will contribute to India's macro stability, said Morgan Stanley in its note.
Jan 06, 2025, 17:31 PM IST
10 Changes That Transformed India In Less Than A Decade, Different from 2013: Morgan Stanley Report
In a report titled "Asia Economics: The Viewpoint: Addressing the Pushback to Our Constructive View", authored by Chetan Ahya, Derrick Y Kam, Qiusha Peng, and Jonathan Cheung, Morgan Stanley said India enjoys tailwinds -- both cyclical and structurally.
Jun 03, 2023, 15:00 PM IST
An organization of America praised India, 10 major changes in 10 years
An American organization has praised India, American bank Morgan Stanley released a report praising India and said that India's economy has undergone 10 major changes in less than 10 years.
May 31, 2023, 22:02 PM IST
Interest Rate Hike Cycle in Asia Nearing its End: Morgan Stanley
In India too, the Monetary Policy Committee (MPC) of the RBI decided to raise the repo rate, the rate at which the RBI lends money to all commercial banks, by 25 basis points to 6.5 per cent. Since May last year, the RBI has increased the short-term lending rate by 250 basis points to contain inflation.
Feb 16, 2023, 14:13 PM IST
Morgan Stanley lays off about 1,600 employees
The company has about 81,567 employees and the layoffs will touch "nearly every corner of the global investment bank".
Dec 07, 2022, 15:32 PM IST
Sensex at 75,000 by year end in bull case scenario: Morgan Stanley makes big prediction
Morgan Stanley also assumes that the ongoing Ukraine-Russia tension ends in weeks.
Apr 06, 2022, 19:55 PM IST
FPI tax: Nomura, Morgan Stanley, Citi, Fidelity may meet FM
The FPIs are likely to raise issues such as the recently-introduced tax surcharge and seek either full rollback or suitably tweaked to keep them out of the higher tax net.
Aug 09, 2019, 15:02 PM IST
Xiaomi mandates Citic Securities, Morgan Stanley, Goldman Sachs for IPO
The smartphone maker last month told bankers that it would beat its 2017 sales targets by up to 18 percent.
Jan 15, 2018, 15:28 PM IST
India's GDP growth to rise to 7.5% in 2018: Morgan Stanley
The global brokerage is confident about prospects for a recovery in private capital spending as demand conditions are improving post demonetisation and GST implementation.
Dec 08, 2017, 12:09 PM IST
HDFC Life fixes Rs 275-290 price band for its Rs 8,700 crore IPO
The IPO is offering up to 299,827,818 equity shares of the face value of Rs 10 each.
Oct 30, 2017, 17:12 PM IST