After $21 billion of sustained selling by foreign institutional investors since early 2025, market strategists are pinning hopes on the Uni...

Morgan Stanley's Ridham Desai highlights that while US tariffs are a concern, the slowdown in US immigration is a significant factor impact...

Morgan Stanley's Ridham Desai believes Indian equities are reasonably priced, despite foreign investors being underweight due to perceived ...

The flexibility available with the central bank for targeting inflation, coupled with rising share of exports and easing oil prices have le...

Both 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...

As 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...

And as emerging markets seem to stage a recovery October last year, India started underperforming especially given how depressed the valuat...

In the past, every time foreign investors pulled money out of India, the market would buckle under selling pressure. But thanks to heavy do...

Desai’s impassioned defence of cyclical stocks comes days after another celebrated global equity strategist Christopher Wood of Jefferies c...

The market needs some trigger about the viral spread stabilising, said Desai.

The worst for economy was the June quarter and we should have started recovery with July.

Ridham Desai sees up to 15 per cent returns from Indian equities in 2017, but investors need to look at stocks with right valuations before...

India’s multiple on stocks may not come back to the trailing averages. It will tend to trade higher than historical averages

“I would not be surprised if the stocks stagnate, undergo time correction or even actually go through a price correction once the liquidity...

Outlook for the market is bullish for long term and investors should be positioned in consumption plays and govt policy beneficiaries to dr...

The 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 ...

"The broad market growth is about 18%. I think people have become a bit pessimistic about the earnings cycle," Ridham Desai said.