Searched for
CHETAN AHYA
Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...- AI, defence and energy transition to drive India’s next capex wave: Chetan AhyaIndia is set for a robust industrial revival, driven by a global upturn, improving exports, and strong capital expenditure. Chetan Ahya of ...
- India's growth poised for recovery by late 2025; US growth likely to slow to 1% in Q4: Chetan AhyaMorgan Stanley's Chetan Ahya anticipates India's economic recovery by late 2025, driven by government initiatives and RBI rate cuts. While ...
- How is India benefiting from supply chain diversification away from China? Morgan Stanley’s Chetan Ahya explainsMorgan Stanley's Chetan Ahya highlights India's growing advantage over China due to tariff differences. American companies are considering ...
- RBI may go for three more rate cuts if global trade slowdown impacts growth severely: Chetan AhyaMorgan Stanley's Chetan Ahya anticipates further disinflation in India and the region due to declining oil prices and a strengthening rupee...
- India doing well on a relative basis, but can’t escape growth slowdown due to tariff tantrum: Chetan AhyaMorgan Stanley projects India's economic growth to slow to 5.7% in Q4 due to global trade tensions, despite strong domestic demand and gove...
- How will US-China trade tensions impact global corporate capex & Asia's GDP growth? Chetan Ahya answersMorgan Stanley economist Chetan Ahya predicts trade tensions will hurt global investment. Asia's GDP growth may fall from 4.8% to 3.6% by l...
- Auto sales indicate slowing down in urban economy: Chetan AhyaChetan Ahya of Morgan Stanley discusses the current slowdown in India's urban economy and predicts a recovery driven by increased governmen...
- Expect decent consumption growth but investment growth will be stronger: Chetan Ahya, Morgan StanleyChetan Ahya of Morgan Stanley compares past and present investment trends in India, emphasizing the significance of investment growth for s...
- Morgan Stanley sees a recession within a year if US-China trade war gets any worseAs the negative effects of the tariffs become more apparent, it may be too late for political action.
- Bullish on India's growth outlook; global factors will be less constraining in 2016: Chetan Ahya, Morgan StanleyWe expect that the global factors will be less constraining than what they have been in 2015, particularly the exports contraction should n...
- India macro is coming back into attention of global investors: Chetan Ahya, Morgan StanleyThings are definitely turning around for the Indian economy
- See a mild recovery going forward: Chetan Ahya, Morgan StanleyPublic capex and the FDI inflows can help economic growth
- Global economy struggling with debt, demographics and disinflation: Chetan AhyaA lot of the tightening that is happening in the US is through the rise of the dollar itself, Ahya says in an interview to ET Now.
- Deflationary pressure from China poses bigger risk than Fed rate hike: Chetan AhyaA likely pickup in capex, FDI investments and consumer discretionary demand may drive the GDP growth going forward, says Ahya.
- Will investors sentiment in cyclical stocks revive? Likely, says Morgan StanleyMorgan Stanley said the government is taking measures to revive private investment through, acceleration in project related approval proces...
- Morgan Stanley blames misguided policy mix for dip in growthThe New York-headquartered bank has cut its growth forecast from the earlier 6.3 percent for the current fiscal citing a "bad growth mix".
- India facing downside risk to growth: Chetan Ahya, Managing Director, Morgan StanleyWe are consciously highlighting the downside risk of 50 bps to our growth estimates, says Chetan Ahya, Morgan Stanley.
- India to become world's fastest growing economy by 2013-15: Morgan StanleyIndia is poised to accelerate its growth rate to 9-9.5% over 2013-15, even as China will cool down to 9% by 2012 and to 8% by 2015.
- 25 bps hike in key rates not enough to deal with inflation: Chetan AhyaWe are expecting RBI to do a 25 basis point hike in repo and reverse repo tomorrow but we do not think this is going to be enough.
Load More
