Morgan Stanley Report

India to top China among emerging markets, equities rally: Morgan Stanley

In the context of India being underweight in the average emerging markets portfolio, this is even better for foreign portfolio flows

Paytm drops 3% after Q4 loss broadens; check trading strategy here

The decline followed the company's announcement of its Q4 results, which fell short of market expectations. Paytm's loss widened to Rs 549.6 crore in Q4FY24

Morgan Stanley, CLSA bullish on Zomato after solid Q4, check target prices

On the bourses, Zomato was trading 1.39 per cent lower at Rs 191 per share, at 9:42 AM. By comparison, S&P BSE Sensex was up 0.11 per cent at 72,853.25 levels

Morgan Stanley's first quarter profit rises as investment banking rebounds

Investment banking activity has rebounded from a two-year dealmaking drought as large corporates issued near-record levels of debt and equity capital markets became more active

Morgan Stanley raises India's GDP growth forecast for FY25 to 6.8%

Morgan Stanley expects India's GDP growth to remain robust, with an anticipated growth rate of around seven per cent in the fourth quarter of FY24

India's economic growth rate resembles that of 2003-07, says Morgan Stanley

India's current world-beating economic growth rate on the back of an investment boom resembles that of 2003-07 when growth averaged more than 8 per cent, according to economists at Morgan Stanley. In a report 'The Viewpoint: India - Why this feels like 2003-07', Morgan Stanley said after a decade of investment to GDP steadily declining, capex has emerged as a key growth driver in India. "We think the capex cycle has more room to run, therefore the current expansion closely resembles that of 2003-07. The current cycle is driven by investment outperforming consumption, public capex leading initially but private capex rapidly catching up, the urban consumer leading consumption followed by catch-up in rural demand, market share in global exports rising and macro stability risks kept in check. "We think the defining characteristic of the current expansion is the rise in the investment-to-GDP ratio. Similarly, in the 2003-07 cycle investment to GDP rose from 27 per cent in F2003 (fiscal .

Morgan Stanley planning to eliminate several hundred jobs in wealth unit

The bank's shares have been the worst-performing among its biggest US peers this year, down about 10%

Elections to disrupt India stocks calm in 2024, says Morgan Stanley

"A potential change in government could lead to changes in the direction of policy reform and execution leading to poor investment sentiment," Morgan Stanley said

Our economy is fastest growing: FM Sitharaman during the no-trust debate

In just nine years, the economy rose and saw economic development due to the policies of BJP government,' Nirmala Sitharaman said in Lok Sabha

Morgan Stanley upgrades India's rating to overweight, downgrades China

The brokerage firm added that it expects Sensex to reach 68,500 by the end of December this year

'Morgan Stanley study on change under Modi indictment of UPA's lost decade'

Morgan Stanley's report on how India under Prime Minister Narendra Modi has transformed and gained a position in the world order in less than a decade is the "best and sharpest indictment" of the Congress-led UPA's "lost decade between 2004 and 2014", Union Minister Rajeev Chandrasekhar said on Wednesday. Speaking to PTI, he said the report reminds Indians how the Congress-led UPA had in 2014 left "a shattered economy". Nine years later, India has emerged as one of the fastest-growing economies in the world with record FDI, the minister said. "This report that says how India is transformed in less than a decade under Prime Minister Narendra Modi is in my opinion the best and sharpest indictment of the UPA's lost decade between 2004 and 2014," he said. In the report, Morgan Stanley said significant scepticism about India, particularly with overseas investors, ignores the significant changes that have taken place in India, especially since 2014. Rejecting criticism that India has not

Fiscal consolidation expected on the back of lower subsidy payments

The Central government's fiscal deficit is expected to narrow to 5.9 per cent of GDP in F2024 from 6.4 per cent in F2023, Morgan Stanley said in a report

Sensex can hit 80,000 by December 2023 in bull-case, says Morgan Stanley

As their base-case, however, Morgan Stanley sees the S&P BSE Sensex to scale up to 68,500 levels - up 10 per cent from the current levels.

India has conditions in place for an economic boom: Morgan Stanley

'We estimate that manufacturing's share of GDP will rise to 21 per cent by 2031, implying an incremental $1 trillion manufacturing opportunity'

Morgan Stanley misses profit estimates in Q2 as dealmaking stalls

Morgan Stanley missed profit estimates for the first time in nine quarters on Thursday, as its investment banking unit struggled to cope with a slump in global dealmaking.

From overweight to underweight, how sentiments have changed for banks

Large brokerages are fast losing their conviction on the sector that has multiple challenges

Morgan Stanley to acquire online trading pioneer E*Trade for $13 bn

It would be the largest acquisition by an American bank since the 2008 global financial crisis, and comes as online brokers are competing fiercely for new customers

Time for versatile 'Shohei Ohtani' trades, says Morgan Stanley

Good news for investors: while Ohtani may be a once-in-a-generation talent, right now there's more than one place investors can go to find trades

India's growth momentum gathered pace in December: Morgan Stanley

As per the report, WPI inflation is likely to rise to 3.9 per cent year-on-year in December from 3.7 per cent (YoY) in November

Tide is turning for corporate earnings: Morgan Stanley

Morgan Stanley says the revenue growth for energy companies was healthy in the September quarter, while telecom companies disappointed on most financial metrics