{"id":297899,"date":"2025-05-05T08:14:01","date_gmt":"2025-05-05T08:14:01","guid":{"rendered":"https:\/\/news.talkwithrattan.com\/index.php\/2025\/05\/05\/now-is-the-time-to-invest-in-indias-long-term-outlook-growth-story-morgan-stanley\/"},"modified":"2025-05-05T08:14:02","modified_gmt":"2025-05-05T08:14:02","slug":"now-is-the-time-to-invest-in-indias-long-term-outlook-growth-story-morgan-stanley","status":"publish","type":"post","link":"https:\/\/news.talkwithrattan.com\/index.php\/2025\/05\/05\/now-is-the-time-to-invest-in-indias-long-term-outlook-growth-story-morgan-stanley\/","title":{"rendered":"Now Is The Time To Invest In India’s Long-Term Outlook Growth Story: Morgan Stanley"},"content":{"rendered":"
\"Now<\/div>\n
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\n New Delhi: <\/b><\/p>\n

Global brokerage Morgan Stanley has reaffirmed its positive long-term outlook on Indian equities, highlighting that India is likely to outperform in a global bear market scenario.<\/p>\n

According to a note by the brokerage, the opportunity to invest in India’s long-term structural growth story is now, though it will require patience, given the potential.<\/p>\n

<\/p>\n

The global financial services major believes that while near-term volatility may persist, “the long-term reward outweighs short-term noise”.<\/p>\n

The firm advises investors to stay focused on India’s domestic growth story and selectively build exposure – particularly in domestically driven sectors -during periods of market stress.<\/p>\n

The macroeconomic environment remains challenging worldwide, with risks such as decelerating global growth, central bank policy shifts, and geopolitical tensions casting a shadow.<\/p>\n

Morgan Stanley states that these very conditions present a compelling case for India, “supported by its robust domestic fundamentals and relative insulation from global volatility”.<\/p>\n

India offers a mix of macro stability, earnings growth, and a reliable domestic demand base that positions it as a relative safe haven in a bear market.<\/p>\n

<\/p>\n

Morgan Stanley also favours domestic cyclicals over defensives and globally exposed sectors.<\/p>\n

The firm holds an overweight view on financials, consumer discretionary and industrials, backed by improving credit growth, private investment recovery, and rising consumer demand.<\/p>\n

In its another report last month, Morgan Stanley said that India is one of their preferred equity markets where macro conditions are resilient or sufficiently buffered by stimulus.<\/p>\n

<\/p>\n

The brokerage saw a relatively resilient outlook for financials earnings, with capital ratios and the asset quality outlook in a strong position across most of its coverage. “We particularly like Financials in Singapore, India, Chile and the UAE, as well as Japan,” it added.<\/p>\n

Key India-specific catalysts include continuing dovish actions from the RBI, stimulus through GST rate cuts and a trade deal with the US. Morgan Stanley also sees lower food inflation and lower oil prices, keeping food and non-food inflation at benign levels.<\/p>\n

<\/p>\n

(Except for the headline, this story has not been edited by NDTV staff and is published from a syndicated feed.)<\/i><\/p>\n


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Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

New Delhi: Global brokerage Morgan Stanley has reaffirmed its positive long-term outlook on Indian equities, highlighting that India is likely to outperform in a global bear market scenario. According to a note by the brokerage, the opportunity to invest in India’s long-term structural growth story is now, though it will require patience, given the potential. […]<\/p>\n","protected":false},"author":2,"featured_media":297900,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"tdm_status":"","tdm_grid_status":"","fifu_image_url":"https:\/\/i.ndtvimg.com\/i\/2017-01\/bombay-stock-exchange_650x400_51484462473.jpg?im=FeatureCrop,algorithm=dnn,width=1200,height=738","fifu_image_alt":"","footnotes":""},"categories":[604],"tags":[569,273,231603,74261,231606,925,4363,231605,17010,4534,33131,231604,5052,4535,3889,222],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/posts\/297899"}],"collection":[{"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/comments?post=297899"}],"version-history":[{"count":1,"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/posts\/297899\/revisions"}],"predecessor-version":[{"id":297901,"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/posts\/297899\/revisions\/297901"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/media\/297900"}],"wp:attachment":[{"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/media?parent=297899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/categories?post=297899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.talkwithrattan.com\/index.php\/wp-json\/wp\/v2\/tags?post=297899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}