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India equities poised for strong year ahead as earnings cycle revives: Morgan Stanley

In its India Equity Strategy Playbook for Asia Pacific, the global brokerage said that Indian corporate earnings are entering a fresh upcycle and could sustain momentum for several quarters

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thehindubusinessline.comStai leggendo1 mesi fa

India equities poised for strong year ahead as earnings cycle revives: Morgan Stanley

In its India Equity Strategy Playbook for Asia Pacific, the global brokerage said that Indian corporate earnings are entering a fresh upcycle and could sustain momentum for several quarters

originale

economictimes.indiatimes.com1 mesi fa

Morgan Stanley says Indian stock market poised for strong year ahead. Here’s why

Morgan Stanley targets Sensex 89,000 (+20%), backed by earnings acceleration and capex surge in data centres, semiconductors. IT services poised as outperformer when enterprises build AI solutions; India benefits from infrastructure boom and productivity.

Timeline cronologica

lunedì 1 giugno 2026·economictimes.indiatimes.com
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martedì 2 giugno 2026·economictimes.indiatimes.com
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s why

Morgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flows. The brokerage expects sustained…

India equities poised for strong year ahead as earnings cycle revives: Morgan Stanley

Morgan Stanley says Indian stock market poised for strong year ahead. Here’s why

Timeline cronologica

Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market

Morgan Stanley says Indian stock market poised for strong year ahead. Here’s why

India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari

India equities poised for strong year ahead as earnings cycle revives: Morgan Stanley