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RIDHAM DESAI NEWS
Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...- Sensex @ 95,000 in 9 months? Morgan Stanley's Ridham Desai says bull market comingMorgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...
- 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...
- 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...
- 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...
- Ridham Desai outlines possible Budget devils that may dampen market moodThis year, India is tracking higher on an absolute basis and relative basis so far in January and, if this trend persists to budget day, th...
- 5 financial stocks in focus as Indian bond market eyes massive fund flows“Large private banks will be key beneficiaries among banks,” said Morgan Stanley.
- When dealing with tail risk, you can't be rational: Ridham DesaiToday we dealt with the second worst reading on our sentiment indicator in 30 years, says the Morgan Stanley India MD.
- Historically, this is a great moment to enter the market: Ridham DesaiThe EM-flow environment looks tepid. It is bearing the brunt of a global slowdown.
- Ridham Desai on 3 things govt can do to revive economySensex, Nifty could deliver high teen earnings growth over next 12 months, says Morgan Stanley India MD
- Corporate earnings should be in high teens in 12 months: Ridham DesaiFrom a macro perspective, India probably offers a better cushion, says Morgan Stanley India MD.
- IT is no-no for 5 to 7 years; touch it only if you are a contrarian investorA recent report said technology stocks are now less preferred by equity funds, which are allotting only 8.6% of their AUM compared with aro...
- Bharat Financial surges 7%, IndusInd Bank falls 3% on merger talks reportM&A has been very depressed for the past few years. The last time you had high M&A activity was in 2007, said Ridham Desai at Morgan Stanle...
- 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...
- Here are the top stock picks from Morgan Stanley's Ridham DesaiOutlook for the market is bullish for long term and investors should be positioned in consumption plays and govt policy beneficiaries to dr...
- 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 ...
- Fed rate hike to be beneficial for Indian market; ongoing volatility an opportunity: Ridham Desai, Morgan Stanley"I think if Fed hikes in September and the markets are pricing in less, but if it does, it will actually be good for India."
- 'Share prices could drop further, Sensex seen at 14,500’In the near term, we will see money shifting away from equities.
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