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GOKUL LAROIA
Always emerging, never emerged?BRICS has acquired a reasonable economic heft in relation to G7 and, tellingly, has quite a way to go in reaching the latter's consumption ...- Indian market recovery driven by govt spending & rural demand: Gokul Laroia, Morgan StanleyMorgan Stanley's Gokul Laroia believes Indian market recovery hinges on government spending and rural demand revival. He anticipates contin...
- Recent FPI pullout transitory & cyclical, more to do with slowdown in govt spending: Morgan Stanley's Gokul LaroiaMorgan Stanley is bullish on India. The firm sees strong US-India relations and continued investment opportunities. Recent market fluctuati...
- The same old Modi govt: Portfolios indicate policy continuityThe allocation has changed only slightly with key portfolios remaining with the Modi 2.0 ministers. The allocation also indicates the Modi ...
- See policy continuity even with coalition government: Gokul Laroia, CEO, Morgan Stanley AsiaMorgan Stanley's Asia CEO Gokul Laroia discussed Indian elections, markets, and risks with Nishanth Vasudevan before an investor conference.
- Difficult to see a meaningful 20% correction in equities: Gokul LaroiaThere's no question. Even though inflation is high, rates are high, and there's concern about whether there's going to be a recession, the ...
- India is a complete outlier from a positive perspective: Gokul LaroiaGokul Laroia, co-head of global equities and CEO of Asia Pacific at Morgan Stanley, spoke about the current stock market uncertainty, US Fe...
- Covid recovery to determine positive outlook for India, says Morgan Stanley’s Gokul LaroiaThe next wave of foreign capital into India will be into the upcoming share issuances by new-age technology or healthcare companies, said M...
- Stars aligning in India's favour with an accommodative central bank, weakish dollar & low rates: Gokul Laroia, Morgan StanleyConsumption and private investments in India need to pick up for sustainable growth, says Laroia
- Earnings still don’t justify high valuations in India: Gokul Laroia, Morgan Stanley"We have been in an earnings recession for last 3-4 years. This year we can see some green shoots."
- EMs better placed to tackle adversities: Gokul Laroia, Morgan Stanley'Investors' bullishness towards India has been tempered by absence of m-cap creation.'
- Morgan Stanley gets more i-bank fee than Goldman in ApacIn terms of investment banking fees, Morgan Stanley was the top earner with 10% of the $4.8 billion paid to non-Asian banks, Freeman estima...
- Markets see 1-2 rate hikes by Federal Reserve this year: Gokul Laroia, Morgan StanleyLaroia said that emerging market performance of the past few months can’t be sustained, but India should be able to attract foreign investm...
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