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RIDHAM DESAI ON INDIA
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
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...
India bull Chris Wood likes Pakistan stock market around IMF bailout cyclesJefferies strategist Christopher Wood says Pakistan offers high-beta opportunities around IMF bailout cycles, even as India remains his cor...
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...
Ridham Desai sees India outperforming global markets despite uncertain global economic environmentMorgan Stanley's Ridham Desai highlights that while US tariffs are a concern, the slowdown in US immigration is a significant factor impact...
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 ...
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...
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...
Emerging from crisis: A happy new decade for IndiaET has invited a galaxy of experts to share their perspectives on the potential that can be unleashed in some key sectors. Ridham Desai of ...
Covid 2.0: Ridham Desai says don’t jump ship to defensives yet, stay with cyclicalsDesai’s impassioned defence of cyclical stocks comes days after another celebrated global equity strategist Christopher Wood of Jefferies c...
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...
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...
Market to be a little heavy in second half of 2016: Ridham Desai, Morgan StanleyDomestic consumption seems to have turned but global outlook remains challenging and discretionary consumption to be the trend.
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."
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.