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CHETAN AHYA INTERVIEW
India’s quiet fuel for the economy stays outside its bordersIndia is poised to become a major exporter of its young workforce, driven by a new government policy aimed at connecting Indian workers wit...- 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 ...
- Asia braces for Trump’s reciprocal tariffs to test export modelAsian nations are grappling with crucial decisions as President Trump's reciprocal tariffs challenge their export-based economies. The new ...
- China ready for $1.4 trillion fiscal bazooka, top economist saysChina could boost its economy by issuing up to 10 trillion yuan in special debt, according to Jia Kang, former head of a Ministry of Financ...
- India can’t match China’s past 8-10% growth, Morgan Stanley saysMorgan Stanley predicts India won't match China's past high growth rates, foreseeing a steady 6.5%-7% growth due to infrastructure and work...
- India may be on the cusp of private investment revival“I am cautiously optimistic about growth with some signs of gradual, though uneven, revival of consumption demand,” said Jayanth Rama Varma...
- Inflation may challenge markets next year: Morgan Stanley's chief economist Chetan Ahya"The Fed is indicating that it wants the inflation numbers to be between 2-2.5%, but there is a risk that inflation can surprise on the ups...
- Covid fight: We need a name for the greatest economic crisis in a centuryAs economists search for the right terminology, it could take years before they settle on a name.
- Likely GDP shock at hand, India braces for impactIf the numbers come in at around 4.5% as widely predicted, it will be the slowest pace since Q4 of 2013.
- We are moving from globalisation to slowbalisation: Chetan Ahya, Morgan Stanley"We've moved away from the benign environment and continuous uncertainty hurting corporate confidence."
- Wall Street leads chorus to get back into EMsGoldman Sachs Group says fundamentals in emerging markets are mostly intact in wake of the recent stress test.
- Global growth is tracking above 4% in the second quarter: Chetan Ahya, Morgan Stanley"This is the first time that we are seeing this synchronous recovery in EM and DM since 2011 and the fourth is that we are seeing actually ...
- 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.
- Budget 2014: Brokerages, rating firms doubt FM's method of fiscal consolidation and targets for next fiscalA day after P Chidambaram seemed to have pulled off a tightrope walk with aplomb, sceptics are voicing reservation over his numbers.
- Recession 2011: EM equities to outperform developed markets, says Morgan StanleyIn an interview with ET Now, Gerard Minack, Global Developed Market Strategist, Morgan Stanley, talks about the fallout of the US downgrade.
- 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.
- Union Budget 2011: 3% expenditure growth is unrealistic; says Chetan Ahya, Morgan StanleyChetan Ahya, MD, Morgan Stanley, says that the FM has managed to confuse a lot of people by focussing on expenditure growth.
- 'BRIC should include Indonesia'Indonesia's economic growth may accelerate to 7% starting in 2011, providing a case for its inclusion in the so-called BRIC economies along...
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