Morgan Stanley | DD News

January 7, 2026 6:02 PM

India’s stock market returns to improve as fundamentals turn favourable: Morgan Stanley

India’s stock market returns are expected to improve in the coming months as several key fundamentals turn favourable, according to a report by Morgan Stanley. The report noted that the past 12 months have seen the weakest market performance on record, while equity valuations are approaching earlier lows. For the first time in nearly five years, equity valuations have become more attractive than short-term interest rates. According to the report, valuations, recent market performance, macroe...

September 1, 2025 3:33 PM

Morgan Stanley revises India’s GDP growth forecast to 6.7% for FY 2025-26

Morgan Stanley has revised upwards its forecast for India’s GDP growth in 2025-26, citing strong April-June quarter numbers and expectations that upcoming cuts in Goods and Services Tax (GST) will boost domestic demand. The agency now projects India’s real GDP growth at 6.7 per cent for 2025-26, compared to its earlier estimate of 6.2 per cent. The upgrade follows the robust 7.8 per cent growth recorded in the April-June quarter of the current financial year. According to the report, impen...

August 6, 2025 5:05 PM

Rate cut likely in next RBI MPC meet amid global developments: Morgan Stanley

Morgan Stanley on Wednesday said that in terms of policy response, it sees the likelihood of another rate cut by the RBI in Q4 (likely in October policy) amid headwinds from tariff-related developments. In a unanimous vote, the RBI MPC kept the policy rate unchanged at 5.5 per cent, in line with expectations. All members voted to retain the stance at neutral. “The policy statement noted that the benign trend in the headline inflation print is likely to be transitory, on the back to lower foo...

August 4, 2025 3:02 PM

India poised to take larger share in global output: Morgan Stanley

India is likely to capture a larger share of global output over the next few decades, driven by strong demographic trends, improving infrastructure, and policy stability, according to a report by Morgan Stanley Research. The report highlights a combination of factors — including robust population growth, a functioning democracy, macroeconomic stability, a growing entrepreneurial base, and improved social indicators — that are expected to position India as one of the most attractive global c...

July 23, 2025 3:08 PM

India to be third-largest economy by 2028: Morgan Stanley

India is expected to become the world’s third-largest economy by 2028 and more than double its GDP to $10.6 trillion by 2035, according to a Morgan Stanley report released on Wednesday. The report estimates that three to five Indian states — including Maharashtra, Tamil Nadu, Gujarat, Uttar Pradesh, and Karnataka — could each approach the $1 trillion mark, placing them among the top 20 global economies by 2035. “Based on the latest data, the top three states are Maharashtra, Gujarat, a...

June 27, 2025 12:55 PM

Indian markets likely to rise in Q3 FY26: Morgan Stanley

Indian stock markets are more likely to rise than fall in the third quarter of the financial year 2026 (Q3 FY26), global brokerage Morgan Stanley said in a note on Friday. The firm remains bullish on Indian equities, expecting strong economic data, supportive measures from the Reserve Bank of India (RBI), and better-than-expected corporate earnings to drive market gains from July onwards. According to Morgan Stanley, India is showing signs of steady improvement. Government spending is ...

April 16, 2025 12:08 PM

India one of preferred markets with resilient macro conditions: Morgan Stanley

A Morgan Stanley report released on Wednesday identified India as one of its top equity market picks, citing resilient macroeconomic conditions and adequate stimulus support. In the context of the "Brave New World" dynamic shaping the early phase of the new US administration, the global brokerage said, “Among the larger markets, we maintain our core overweight (OW) recommendations on domestic India, domestic Japan, Singapore, and the UAE,” among others. “We remain most cautious on Taiwan...

April 15, 2025 3:10 PM

Morgan Stanley projects RBI rate cuts, Sensex at 82,000 by December 2025

The Reserve Bank of India (RBI) is expected to adopt a deeper monetary easing cycle amid slowing growth and easing inflation, according to a Morgan Stanley report released on Tuesday. The global brokerage firm anticipates a cumulative rate cut of 100 basis points, with two additional cuts likely in 2025. India’s GDP growth is projected at 6.1% for FY26, factoring in ongoing global uncertainties. The report also forecasts the Sensex to reach 82,000 by December 2025—around 9% higher than curr...

March 28, 2025 4:25 PM

India least exposed to US tariffs due to domestic demand strength: Morgan Stanley

India and Japan are the least exposed economies to US trade tariffs due to their strong domestic demand, a Morgan Stanley report said on Friday. The report highlights that the ratio of goods exports to GDP is a crucial metric in assessing an economy’s trade dependence and potential exposure to global trade policies. “The ratio of goods exports to GDP is the most important metric as it determines the extent of trade orientation of an economy. This allows global research firms to assess which...

March 18, 2025 11:20 AM

India’s CPI Inflation to Average 4% in FY26, 75 bps Rate Easing Likely: Morgan Stanley

A report by Morgan Stanley on Tuesday projected that India’s consumer price index (CPI) inflation is expected to average 4% in FY26, paving the way for a cumulative 75 basis points (bps) rate cut by the Reserve Bank of India (RBI)—an upward revision from the previously estimated 50 bps easing cycle. The report noted that lower trailing inflation, primarily due to easing food prices, has created space for additional rate cuts. "We have updated our monetary policy outlook to incorporate one ...