Jefferies strategist Christopher Wood says Pakistan offers high-beta opportunities around IMF bailout cycles, even as India remains his cor...

Morgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...

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...

Indian equities remain attractive despite high relative valuations due to strong earnings growth prospects and increasing bids from domesti...

ET has invited a galaxy of experts to share their perspectives on the potential that can be unleashed in some key sectors. Ridham Desai of ...

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

Morgan Stanley expects Nifty50 to break its 10,500-11,000 range to the upside soon.

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

“The government’s commitment to reduce the debt-to-equity ratio was one 'wow' factor,” Ridham Desai, MD, Morgan Stanley said in an intervie...

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...

Domestic consumption seems to have turned but global outlook remains challenging and discretionary consumption to be the trend.

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 ...

"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."

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