Morgan Stanley

JPMorgan, Citi, Morgan Stanley client data may be exposed by hack: Report

SitusAMC said in a statement on its website on Saturday that it had been the subject of a cyberattack on November 12, compromising certain information

Market forecast 2026: UBS, Franklin Templeton AMC, Emkay, others decode

Most brokerages remain optimistic on the road ahead for the Indian equity markets and expect the Sensex to hit new highs in 2026 provided earnings remain supportive

Morgan Stanley's bull-case scenario: Sensex at 107,000 by December 2026

India is ending 2025 with its worst relative performance versus the emerging markets (EM) since 1994, Morgan Stanley said. Relative valuations, they believe, have corrected meaningfully

The untold story of India’s economic shift: Morgan Stanley's Ridham Desai explains

Morgan Stanley’s managing director and chief India equity strategist, Ridham Desai explains the fundamental macroeconomic transformation that has made him turn bullish on India after years of caution.

Big bullish call: Morgan Stanley predicts Sensex at 1 lakh by June 2026: Here’s why | Stock market

Morgan Stanley has turned decisively bullish on India, projecting the Sensex could hit 1,00,000 points by mid-2026.

Morgan Stanley bullish on Adani Power; chart hints at 30% upside potential

Analysts at Morgan Stanley have an 'Overweight' rating on Adani Power, and have increased stock price target to ₹185 per share. Technical chart suggests the stock can potentially zoom to ₹200-mark.

Sensex can hit 100,000 by June 2026; market correction over: Morgan Stanley

The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance

Equities less than 12 months? Good luck, says Morgan Stanley's Ridham Desai

Ridham Desai warns being bullish doesn't mean markets will generate positive returns every year and investors should invest in equities with a long-term horizon

India's long-term equity story remains strong, says Morgan Stanley MD

At the Business Standard BFSI Summit, Morgan Stanley's Ridham Desai said India's weak market performance this year mirrors global trends, and the country is expected to outperform in the next downturn

Reliance investments in AI infra may top $12-15 bn: Morgan Stanley

Billionaire Mukesh Ambani's Reliance Industries Ltd may spend about USD 12-15 billion over the next few years on AI infrastructure that could include a giant 1GW data centre, Morgan Stanley said in a report. Ambani had at the company's annual shareholder meeting in August announced a major push into AI through a new subsidiary and strategic partnerships. A new wholly-owned subsidiary, Reliance Intelligence will spearhead the conglomerate's AI initiatives that will be centered around four pillars -- Infrastructure (building gigawatt-scale, AI-ready data centers), Partnerships (collaborating with global tech leaders to bring cutting-edge AI solutions to India), Services (developing AI-powered services tailored for Indian consumers, small businesses, and enterprises in sectors like education, healthcare, and agriculture) and Talent (investing in upskilling and nurturing India's AI workforce). Reliance has re-invented itself every decade, and AI is set to reshape its equity story, Morga

India holds 34,600 tonnes of gold, 3.1x the value of current equity holding

This holding is nearly 88.8 per cent of India's gross domestic product (GDP), the note said; and at the current market value is about 3.1x times the current equity stock holding with Indian households

India must grow twice as fast to avoid jobs trap, warns Morgan Stanley

The South Asian nation's labour market is facing a dual challenge of unemployment and underemployment, Morgan Stanley economists led by Chetan Ahya wrote in a note

Goldman Sachs, Morgan, others buy 5% stake in Akzo Nobel for ₹765 cr

Goldman Sachs, Morgan Stanley, and other entities picked up a 5 per cent stake in Dutch paint maker Akzo Nobel India for nearly Rs 765 crore through open market transactions on Wednesday. Citigroup Global Markets Mauritius, Nippon India Mutual Fund (MF), Edelweiss Life Insurance Company, Ward Ferry Management, Societe Generale, Dublin-based Mediolanum International Funds and BNP Paribas Financial Markets are among the entities that have bought stakes in Akzo Nobel India, as per block deal data on the NSE. These entities have collectively purchased over 22.77 lakh shares or 5 per cent in separate deals. The shares were bought at an average price of Rs 3,358.80 apiece, taking the combined deal value to Rs 764.80 crore. Meanwhile, Imperial Chemical Industries, one of the promoters of Akzo Nobel India, offloaded these shares at the same price. After the stake sale, Imperial Chemical Industries' holding in Akzo Nobel India has come down to 45.46 per cent from 50.46 per cent. The combin

Adani seeks accountability as Sebi dismisses Hindenburg allegations

Adani Group demands accountability after SEBI cleared it of Hindenburg's charges that triggered a $150 billion market loss and rattled investor confidence in 2023

Morgan Stanley, Nippon India MF buy HCG shares worth ₹438 crore

Morgan Stanley and Nippon India Mutual Fund (MF) are among the investors that bought around 63 lakh shares worth Rs 438 crore of HealthCare Global Enterprises (HCG) from private equity firm CVC Capital Partners through open market transactions, according to the NSE data. Motilal Oswal MF and Plutus Wealth Management are the other two entities that bought shares in HCG. On Wednesday, Morgan Stanley, Nippon India Mutual Fund (MF), Motilal Oswal MF and Plutus Wealth Management purchased 63 lakh equity shares representing a 4.52 per cent stake in Bengaluru-headquartered HCG. The transaction was valued at around Rs 437.85 crore, and was executed at an average price of Rs 695 apiece on the National Stock Exchange (NSE). Meanwhile, Luxembourg-based CVC Capital Partners through its affiliate, Aceso Company Pte Ltd offloaded these shares at the same price. After the stake sale, Aceso Company holding in HCG has come down to 4.24 per cent from 8.76 per cent. Shares of Healthcare Global ...

Big Upside? Morgan Stanley upgrades Aditya Birla retail twins to Overweight

Morgan Stanley believes the recent demerger has created two distinct businesses catering to different investor risk appetites.

Morgan Stanley bullish on JSW Steel with 'Overweight' call, sees 18% upside

JSW Steel is well-positioned to benefit due to its significant domestic presence and focus on flat steel products, supported by expanding margins from higher HRC prices

Reliance set to gain most as China curbs price wars, says Morgan Stanley

Reliance is building out a fully integrated solar supply chain in India at a time when overcapacity is forcing China to rationalise its polysilicon production

Markets underestimating turn in growth cycle, says Morgan Stanley

The US-headquartered firm sees a compelling case for a re-rating, driven by India's increasing share in global output, stable fiscal and monetary frameworks

Morgan Stanley warns of NBFC earnings cuts, urges selective approach

Morgan Stanley sees more FY26 earnings downgrades for NBFCs and advises investors to focus on stocks with strong fundamentals and valuation safety amid sector volatility