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RIDHAM DESAI
India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand....- Will Budget bring back FIIs? Morgan Stanley's Ridham Desai expects 3 reforms to revive foreign flowsAfter $21 billion of sustained selling by foreign institutional investors since early 2025, market strategists are pinning hopes on the Uni...
- India’s structural strength makes it a long-term winner despite global challenges: Ridham DesaiMorgan Stanley's Ridham Desai believes Indian equities are reasonably priced, despite foreign investors being underweight due to perceived ...
- Ridham Desai predicts a very bullish story for equities, capex boom in next 3 yearsIndia is in a strong financial position. The recent economic slowdown was temporary. The government is expected to increase spending. This ...
- Morgan Stanley’s Ridham Desai gives 3 reasons to own Indian stocksThe flexibility available with the central bank for targeting inflation, coupled with rising share of exports and easing oil prices have le...
- We do not expect any further rate hikes: Ridham DesaiBoth views proved to be false because in the initial stages of a new technology rollout there is a huge amount of coding that has to be don...
- Here's why Ridham Desai is overweight on financial sectorAs I said at the outset, I think we are at the beginning of this new investment-led economic cycle. And investments, particularly in the pr...
- Ridham Desai on the possible risks to Sensex bull case target of 80,000And as emerging markets seem to stage a recovery October last year, India started underperforming especially given how depressed the valuat...
- Why does Ridham Desai of Morgan Stanley find India attractive despite rich valuations?Indian equities remain attractive despite high relative valuations due to strong earnings growth prospects and increasing bids from domesti...
- 6 reasons why Ridham Desai feels Indian stocks have not seen deep impact of crude shockIn the past, every time foreign investors pulled money out of India, the market would buckle under selling pressure. But thanks to heavy do...
- Morgan Stanley sees Sensex at 42,000 by DecMorgan Stanley expects Nifty50 to break its 10,500-11,000 range to the upside soon.
- Equities will grow 3 times in 5 years and then will enter a bear market: Ridham DesaiThe worst for economy was the June quarter and we should have started recovery with July.
- There was a big 'wow' factor in this Union Budget that nobody noticed: Ridham Desai“The government’s commitment to reduce the debt-to-equity ratio was one 'wow' factor,” Ridham Desai, MD, Morgan Stanley said in an intervie...
- Morgan Stanley's Ridham Desai hopes Mumbai will become clean one dayDesai has been fighting all odds for a greener & cleaner Mumbai for a long time & can be spotted a beautification centres often.
- We are at the start of the liquidity super-cycle in India: Ridham Desai, Morgan StanleyIndia’s multiple on stocks may not come back to the trailing averages. It will tend to trade higher than historical averages
- Stars not aligned, but still looking at low double digit growth: Ridham Desai, Morgan Stanley“I would not be surprised if the stocks stagnate, undergo time correction or even actually go through a price correction once the liquidity...
- Indian economy may recover sharply in next 6-8 months: Ridham Desai, MD, Morgan Stanley IndiaBottomline is that the economy has changed. We are recovering, but not all sectors. On corporate banks, we are going to get best earnings i...
- Expect two rate cuts before March; Nifty50 may offer double-digit return in 2016: Ridham DesaiThe euro is easing a bit and Japan has still not got his foot off the pedal; we will see in the next few months whether that changes, says ...
- Investors are warming up to growth stocks: Ridham Desai, Morgan Stanley"The broad market growth is about 18%. I think people have become a bit pessimistic about the earnings cycle," Ridham Desai said.
- Morgan Stanley MD Ridham Desai wants a greener Mumbai“Mumbai’s green cover is about 1/30th of London and New York at about 12 square feet per person,” he writes.
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