Morgan Stanley

India's defence industry faces execution hurdle: Morgan Stanley report

The November report says the self-reliance policy is clear but procurement remains bureaucratic, technology gaps persist

RBI forms markets panel with Citi, Morgan Stanley, SBI as members

The committee will serve as a forum for discussions on money markets, government securities, foreign exchange markets, related derivatives and market infrastructure

Morgan Stanley turns bullish on Paytm, ups target by 35% on earnings upside

Morgan Stanley has upgraded One 97 Communications Ltd, the parent of Paytm, to Overweight from Equal-weight, raising its price target by 35 per cent to Rs 1,950 from Rs 1,450 as it sees stronger execution across payments and financial services supporting faster growth and further earnings upgrades. The revised target implies an upside of about 22 per cent from Paytm's closing price of Rs 1,601.60 on October 27. Morgan Stanley said continued execution, favourable industry developments and the potential for upward revisions to earnings estimates could support a further re-rating of the stock. The upgrade comes after Paytm shares gained 46 per cent over the preceding six months. Despite the rally, the brokerage sees scope for further gains as revenue growth accelerates and profitability improves. It noted that consensus estimates for the company's FY28 earnings before interest, taxes, depreciation and amortisation had risen by more than 21 per cent over the same period. Morgan Stanley

Bhel, Adani among key gainers of $5.5-trn Asia energy capex: Morgan Stanley

In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.

Blackstone launches APAC infrastructure platform, appoints India infra head

Alternative asset manager launches Blackstone Infrastructure Partners in Asia Pacific and appoints former KKR executive Ami Momaya as its first dedicated infrastructure hire in the region

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