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SWANAND KELKAR
Morgan Stanley’s Swanand Kelkar expects 30% appreciation in this sectorCompare what you were spending money on 20 years ago versus today to know which stocks to own.
23 Apr, 2018, 04.06 PM IST
A good India portfolio should give 13-15% dollar returns: Swanand Kelkar, Morgan StanleySectoral picks include private banks, NBFCs, some auto and media stocks, says Kelkar.
16 Apr, 2018, 10.20 AM IST
Do not expect double digit growth in 2017 & 2018: Morgan StanleyOverweight on consumer segment in India. If we can, we take opportunities against market expectations on events and play contrarian, say Mo...
31 Dec, 2016, 01.25 PM IST
Why Morgan Stanley remains overweight on consumer stocks in 2017At this point of time it is very difficult to predict what the earnings growth impact is going to be. So we will have to wait and watch. In...
30 Dec, 2016, 04.44 PM IST
The era of hiding in defensives is over, time to place your bet on domestic cyclicals?The BSE FMCG index has slipped 3 per cent since the breakout rally post the Budget whereas the BSE Capital Goods index has rallied 24 per c...
30 May, 2016, 12.32 PM IST
Economic recovery this time is going to be gradual and uneven: Amay Hattangadi, Morgan StanleyHattangadi, in an interview to ET Now, says that worries will occur from time to time and he will keep alternating between risk on and risk...
30 May, 2016, 08.13 AM IST
Patanjali hit on FMCG biggies! But Dabur, Emami ride piggyback to notch up growthMNCs biggies have taken a hard hit from Patanjali’s carpet bombing while some of the desi herbal-focussed FMCG firms have actually gained f...
26 May, 2016, 01.12 PM IST
We have seen very strong trends in retail consumer lending: Morgan StanleyCompanies that pay attention to environment, social and governance norms, get more investor interest
25 May, 2016, 12.32 PM IST
Issues related to ESG new parameters for institutional investors: Morgan StanleyAnalysts said environment-related issues in India recently came to investor focus due to recent government action.
19 Apr, 2016, 02.44 AM IST
Pollution issues a new theme for large investors says Morgan StanleyMorgan Stanley says Environmental, Social and Governance (ECG) related matters of companies are new parameters for large institutional inve...
18 Apr, 2016, 06.13 PM IST
Top five money mantras for 2016 from investment gurusThe stock market ended 2015 with no fireworks, but it was a year of learning where the hype around the so-called Modi wave receded.
02 Jan, 2016, 01.45 PM IST
India is better prepared for crisis, no longer in fragile five: ExpertsThe Indian market might not have done much, but the real economy has improved considerably so far in 2015, say experts.
22 Oct, 2015, 12.17 AM IST
India a good house in bad company of EMs: Swanand Kelkar, Morgan Stanley"Our construct of looking at these things is, we think about a place like India as a good house in a bad neighbourhood"
21 Oct, 2015, 03.51 PM IST