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...
05 Jun, 2023, 10.30 PM IST
India's decade among 10 big global investment themes for Morgan Stanley in 2023"The New India will drive a fifth of global growth through the end of this decade, led by offshoring, investment in manufacturing, the ener...
12 Jan, 2023, 01.04 PM IST
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...
04 Mar, 2022, 01.57 PM IST
Ridham Desai is bullish on this sector for 2022"Defence will continue to be a theme for India as we try and bolster our military prowess, and the difference with the past is that there i...
12 Jan, 2022, 03.44 PM IST
Alpha or beta? Ridham Desai's strategy to secure your equity portfolio in 2022"The Fed exiting from its QE programme and raising rates per se is not bearish for equities. What is bearish is if the Fed does not anticip...
12 Jan, 2022, 02.53 PM IST
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.
09 Sep, 2021, 02.57 PM IST
We're entering a new multipolar world: Ridham Desai to ETILC membersGoing forward, companies will likely move incremental production away from China. If India improves the skill sets of those in the manufact...
25 Jun, 2021, 12.54 PM IST
Ridham Desai's top picks: Industrials, infra and realtyStaples-related consumption looks fully priced, while discretionary and travel related stocks could also be in the list of potential purcha...
27 Nov, 2020, 09.06 AM IST
Morgan Stanley: RBI-government spat shows central bank's independenceViral Acharya had last Friday made a fervent pitch for independence/autonomy for the regulator and warned of punishment by the markets if i...
30 Oct, 2018, 04.19 PM IST
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
27 Aug, 2016, 03.22 PM IST
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...
25 Aug, 2016, 04.04 PM IST
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.
01 Jun, 2016, 10.55 AM IST
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...
28 Jan, 2016, 11.04 AM IST
20 stocks that Morgan Stanley says can protect your portfolio in volatile timesMarket outlook is bullish on a long-term basis and investors should be positioned in consumption plays and govt policy beneficiaries to dra...
28 Jan, 2016, 10.20 AM IST
Morgan Stanley remains bullish;retains Sensex target at 32,500Morgan Stanley today flagged slow movement on policy front, especially in clearing backlog of projects and poor fiscal consolidation, as so...
09 Jun, 2015, 07.59 PM IST
'Share prices could drop further, Sensex seen at 14,500’In the near term, we will see money shifting away from equities.
03 Jun, 2008, 01.51 AM IST
- Market may drop over 20% in next 1 year
The stock market is likely to witness a drop of more than 20 per cent over the next one year, notwithstanding the strong long-term fundamen...
04 Jul, 2006, 04.20 PM IST