Morgan Stanley

Q1FY27 earnings preview: Will West Asia war dent India Inc.'s fortunes?

Here's what leading brokerages expect from India Inc. in Q1-FY27 and a deep dive into expectations across companies in the frontline sectors.

What can trigger the next market rally in India? Morgan Stanley explains

As a base-case scenario, they have maintained June 2027 Sensex target at 89,000 levels, up nearly 14 per cent from the current levels. Morgan Stanley attached 50 per cent probability to this forecast.

What will be the next market trigger as per Morgan Stanley

What's next for the Indian stock market? ???? Morgan Stanley believes the answer lies in Q1 earnings and the monsoon. In this video, we break down the brokerage's Sensex targets, key sector bets, AI's

Adani group firms rally after AGM; Morgan Stanley raises Adani Power target

Group companies gained after Gautam Adani outlined expansion plans at the AGM, while Morgan Stanley raised its target price for Adani Power and retained an overweight rating

Goldman Sachs, Morgan Stanley, others buy 2.3% stake in Lenskart

Global and domestic institutions bought a 2.3% stake in Lenskart for ₹1,960 crore as ADIA trimmed its holding ahead of the eyewear firm's market debut

India most attractive global market over 4-5-year horizon: Ridham Desai

India's economy has improved over the past two quarters, but compared to markets like the US, Korea, Taiwan and even Japan, growth still looks less compelling

AI could lead European banks to cut up to 20% jobs: Morgan Stanley

Many bank executives have acknowledged that AI will upend some jobs as firms start implementing the technology across different functions

Morgan Stanley pegs India GDP growth at 6.7% in FY27

Sustained high oil prices, Morgan Stanley cautioned, could trigger non-linear and progressively larger impacts on growth, as the burden on households and firms intensifies over time.

Meta picks Morgan Stanley, JPMorgan for El Paso data centre financing

Big Tech firms are pouring hundreds of billions of dollars into data centres amid strong demand for artificial intelligence, marking a shift from their long-standing reluctance to raise debt

Morgan Stanley cuts India FY27 GDP forecast by 30bps to 6.2%

If crude spikes to $150/bbl for a quarter, we see FY27 (GDP) growth at around 5.7 per cent, CPI inflation breaching 6 per cent and the CAD widening to around 3 per cent of GDP, Morgan Stanley said.

Morgan Stanley cuts 2,500 jobs: What’s behind the layoffs?

Morgan Stanley has laid off about 2,500 employees globally, even after reporting one of its strongest financial years.

Morgan Stanley lays off 2,500 employees despite record profits in 2025

Job cuts hit bank's three major business segments: Investment banking and trading, wealth management, and investment management

US-Iran war hit markets; Morgan Stanley sees Sensex at 107k: Here's why

According to Morgan Stanley, India's trailing 12-month performance has been among the weakest historically, even as valuations approach previous troughs

Morgan Stanley, Goldman Sachs, others buy 1.92% stake in Ather Energy

Morgan Stanley, Goldman Sachs, Societe Generale, and Abu Dhabi Investment Authority, among others, on Wednesday collectively bought a 1.92 per cent stake in Ather Energy from the National Investment And Infrastructure Fund for nearly Rs 521 crore through open market transactions. ICICI Prudential Mutual Fund (MF), Tata MF, Invesco MF, Motilal Oswal MF, Aditya Birla Sun Life MF, WhiteOak Capital MF and Tata AIG Life Insurance Company Ltd also bought shares of electric two-wheeler maker Ather Energy, as per the block deal data available on the BSE and NSE. These entities purchased a total of 73,33,219 shares on NSE and BSE, representing a combined 1.92 per cent stake in Bengaluru-based Ather Energy. The shares were acquired at an average price of Rs 710 apiece, taking the combined deal value to Rs 520.66 crore. Meanwhile, the National Investment And Infrastructure Fund (NIIF) through its affiliate National Investment and Infrastructure Fund-II offloaded the same number of shares at t

Morgan Stanley sees scope for market re-rating in Indian equities

Inexpensive relative valuations, strong policy stimulus and an emerging growth upcycle could support markets, the brokerage says

Budget 2026 realistic, stronger capex to aid growth: Morgan Stanley

Morgan Stanley said the FY27 Budget backs growth through three pillars: a continued manufacturing push, stronger support for services and a renewed emphasis on capital expenditure

Morgan Stanley eyes expansion in Asia as deregulation opens new markets

Morgan Stanley is pushing deeper into Asia as buoyant markets, a reviving Hong Kong IPO pipeline and rising trading volumes propelled the bank to a second consecutive record year in the region

Sensex at 1,07,000? Why Morgan Stanley is bullish on India | Stock market news | Share market news

Global brokerage Morgan Stanley has turned bullish on Indian equities, projecting a massive upside for the Sensex by 2026. What’s driving this optimism?

Morgan Stanley sees Sensex at 107,000 by Dec 2026; valuations, macro key

Morgan Stanley, under its bull case, has set a BSE Sensex target of 107,000, implying an upside potential of 25 per cent through December 2026

The secret sauce to superior equity returns in India for 40 years

Indian companies, on aggregate, remain among the most disciplined in capital spending and manage some of the strongest balance sheets in the world