Morgan Stanley Turns Bullish On India, Bets On Financials, Consumer Plays, Industrials

New Delhi: Morgan Stanley believes investors may be underestimating a pivotal shift in India’s growth cycle, with both earnings and market peaks still ahead.   Reflecting this conviction, the global brokerage firm has realigned its portfolio strategy to favour domestic cyclicals over defensives and export-led sectors. Under its ‘Gunning for Growth’ theme, Morgan Stanley has turned…

India’s growth call: EAC-PM asks corporates to step up with capital; stresses on exports, jobs and decentralisation – The Times of India

Private companies sitting on large reserves of capital must step up and invest in India’s growth journey, the Economic Advisory Council to the Prime Minister (EAC-PM) said on Sunday, underlining that investments and exports will be the key drivers of the country’s economic expansion.“Investments and exports will drive growth… private sector has a lot of…

India’s Real GDP Growth Projected To Grow At 6.4-6.7% In FY26: CII

New Delhi: India’s real GDP growth is projected to grow in a range of 6.4-6.7 per cent in FY26, reinforcing the country’s position as the fastest-growing major economy in the world, the Confederation of Indian Industry (CII) said on Thursday.  CII President Rajiv Memani said that at a time when global economic and political volatility…