New Delhi, May 13 (IANS) Indian equities are set for a strong year ahead due to acceleration in earnings growth and reflationary policies of the RBI, along with policy moves such as rate cuts, bank deregulation and liquidity infusion, a report said on Wednesday.The report from Morgan Stanley said strong capital expenditure in energy, defence, semiconductors, fertilisers and data centres along with large tax cuts are other factors likely to drive an earnings upswing.The investment bank forecasted…
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New Delhi, May 13 (IANS) Morgan Stanley economists said on Wednesday they forecast India’s real GDP growth at 6.7 per cent in FY27 and 7 per cent for FY28 amid geo-political tensions, adding that the RBI policy measures would likely remain supportive to minimise damage to growth.The West Asia energy shock is most pronounced in quarter ending June 2026, when growth troughs at 6.5 per cent YoY amid elevated commodity prices and lingering supply chain frictions. “Thereafter, as supply-side cons…
New Delhi, May 10 (IANS) India now ranks third globally on installed renewable energy capacity and the effectiveness of the renewable transition in improving macro resilience will depend on the success of industrial policy in localising upstream segments like solar cells over time, according to a new report.Renewable energy is the central pillar of India’s medium-term strategy to structurally reduce external energy dependence, according to a Morgan Stanley report. Domestic module manufacturing…
New Delhi, May 10 (IANS) India’s nuclear capacity (8.2GW) accounts for a small share of India’s electricity at around 2 per cent of installed capacity and around 3 per cent of generation and according to Morgan Stanley, nuclear is a strategic complement to renewables in the country, offering firm, low-carbon base-load power without exposure to fossil fuel price volatility.Relative to global peers, India remains under-penetrated in nuclear energy, suggesting significant headroom for expansion…
New Delhi, May 3 (IANS) Amid rising global concerns over oil price volatility and the ongoing Middle East conflict, Morgan Stanley has struck an optimistic note on India, identifying the turbulence as a catalyst for long-term investment growth. In its latest report, the global brokerage has upgraded its outlook for India’s investment cycle, projecting the investment-to-GDP ratio to climb to 37.5 per cent by FY30, up from its earlier estimate of 36.5 per cent.This upward revision translates int…
New Delhi, May 2 (IANS) India’s data centre capacity is set to surge nearly six‑fold from 1.8 GW to about 10.5 GW by FY2031 as demand rises due to artificial intelligence adoption and data localisation policies, a new report has said.The report from investment bank Morgan Stanley said AI workloads alone could account for roughly 6.8 GW of the projected capacity and that rising demand for low‑latency processing, tighter localisation norms and increasing compute intensity are another major d…
New Delhi, April 30 (IANS) India is likely to see an incremental cumulative capex of $800 billion over the next five years across defence, data centres and energy transition due to the Middle East conflict and its investment‑rate will touch 37.5 per cent of GDP in FY2030, a report said on Wednesday.The report from Morgan Stanley said about 60 per cent of the incremental capex is likely to be allocated to energy transition, data centres and defence.”In this context, we remain constructive on In…
New Delhi, April 27 (IANS) Analysts at Goldman Sachs have raised their forecast for Brent crude — the international oil benchmark — to $90 per barrel for the fourth quarter, while US West Texas Intermediate (WTI) crude pegged at $83 per barrel, as the prolonged closure of the Strait of Hormuz continues to tighten global supply, according to multiple reports.The brokerage said the disruption has triggered ‘extreme’ inventory drawdowns, with an estimated 14.5 million barrels per day of crude pro…
New Delhi, April 25 (IANS) Domestic investors raised their shareholding to a record 29 per cent in Indian equities, offsetting the decline in foreign participation, a new report has said.Foreign portfolio investor (FPI) ownership in Indian equities dropped to its lowest level in 16 years in the March quarter, the report from Morgan Stanley said.Domestic ownership in the listed universe surged 40 basis points from the previous quarter. With the increase primarily driven by domestic institutions, …
New Delhi, April 23 (IANS) Gross FDI (equity) flows to India accelerated to $90.8 billion (2.3 per cent of GDP) in January 2026 on a on a 12-month trailing basis, up by a healthy 13 per cent from $80.3 billion in January 2025 (2.1 per cent of GDP), a Morgan Stanley report showed on Thursday.Gross FDI (ex repatriation) improved to a three-year high of $36.3 billion in January 26, rising 38.4 per cent on-year. The trend in gross FDI has recovered steadily since January 2024, underpinned by strong …