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<!DOCTYPE html> <html lang="nl"> <head> <meta charset="utf-8" data-next-head=""> <title></title> </head> <body> <div id="__next"> <div class="w-full"><header class="lg:hidden flex transition-[top] flex-col content-center items-center py-1 w-full bg-blue-0 sticky z-[1000000] top-0"></header> <div class="w-full"> <div class="container md:pt-4 pb-6 md:min-h-[550px] lg:min-w-[1048px] pt-4" id="mainContainer"> <div class="grid-container"> <div class="col12"> <h1 class="text-text-2 mb-2 leading-8 text-xl lg:text-2xl lg:leading-9 font-bold">Morgan stanley stock recommendations india. , which are poised for growth in the coming quarters.</h1> <span class="flex font-bold text-text-link text-xs mt-4"><span class="transition-colors duration-300 ease-out-quart cursor-pointer focus:outline-none text-text-link flex items-center">Morgan stanley stock recommendations india Analysts believe it enjoys a strong funding access due 23 hours ago · Brokerages largely believe India's GDP values for the March quarter were higher than expected, and Morgan Stanley believes growth will moderate due to weak global demand. 5% for 2025-26 (FY26), with inflation expected to remain moderate at just above 4%. , among others. Jan 14, 2025 · Morgan Stanley has initiated coverage on Mahanagar Gas Ltd. ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ ᅠ Select Download Format Morgan Stanley Stock Recommendations India At Morgan Stanley, we lead with exceptional ideas. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Wipro Limited analysts consensus, targets, ratings and recommendations | Bombay S. Market Trends. These measures are expected to help bridge deficits and reduce tightness in financial conditions Nov 11, 2024 · Jefferies on India Strategy, Hindustan Aeronautics, JP Morgan Downgrades Asian Paints, CLSA on SBI, Goldman Sachs on United Spirits, Morgan Stanley on Ashok Leyland, and more stock recommendations By bigbreakingwire on 11/11/2024 Jan 21, 2025 · The real India capex story. " Jan 5, 2025 · Morgan Stanley is super bullish on India's economic prospects, giving overweight ratings to 10 key stocks across different sectors. Jan 5, 2025 · Morgan Stanley expects India to be among the best-performing emerging markets in 2025. are among top stocks on brokerages' radar on Friday. Nov 22, 2023 · At Morgan Stanley, we lead with exceptional ideas. Aug 3, 2023 · Multipolar world trends are supporting FDI and portfolio flows, with India adding a reform and macro-stability agenda that underpins a strong capex and profit outlook, Morgan Stanley said, adding that a secular trend is seen toward sustained superior USD EPS growth versus EM over the cycle, with a young demographic profile supporting equity inflows. Morgan Stanley said that India's infrastructure and capex is witnessing a boom owing to projects like PM Gati Shakti. The report highlights that foreign investors remain underweight on India, but there are early signs of interest morgan stanley stock recommendations Latest Breaking News, Pictures, Videos, and Special Reports from The Economic Times. Morgan Stanley's note further said they that there are prospects of more free trade agreements rupee trade, and that will further add a boost to the growth estimates as well. With strong earnings, macro stability and domestic flows, the global investment banking company argues it is Jan 14, 2025 · Morgan Stanley has upgraded Aditya Birla Capital to ‘overweight’ rating from equal weight earlier with a target price of Rs 247 (+45%). , Avenue Supermarts Ltd. eKoelgEGXI_us_PjvbrncdSi_D_Qpye6qkPfDnMvNjAP7U24NWMN3N_B5w Nov 19, 2024 · Meanwhile, Morgan Stanley has upgraded Suzlon, viewing its robust order backlog and strategic positioning in India’s energy transition as attractive entry points following a recent stock correction. and Bharat Heavy Electricals Ltd. QUANTITATIVE STRATEGIST +1 212 761-6758 Nicholas Lentini, CFA RESEARCH ASSOCIATE +1 212 761-5863 Alphabet American Express Blackstone Cheniere Jan 15, 2025 · Morgan Stanley projects India’s GDP growth at 6. Jun 10, 2024 · India is just getting started on what Morgan Stanley Research predicts will be a decade of record growth that could see its economy surpass Japan and Germany to become the world’s third-largest by 2027. with a positive outlook, while JM Financial has downgraded Coal India Ltd. , and Godrej Properties Ltd. Bernstein India's equity market is entering a decisive phase, one where stock selection will matter more than ever, according to Ridham Desai, managing director at Morgan Stanley India. Holding onto unit economics while scaling up exponentially. Here are the 5 Indian stocks in which Morgan Stanley has the highest holdings The Morgan Stanley India Equity Strategy seeks to deliver long term risk adjusted returns by investing in Indian equities. Feb 7, 2024 · Learn why Morgan Stanley’s Global Opportunity team expects to see a broadening opportunity set for bottom-up stock picking in India over the next decade. The recommendations include an array of stocks, including Maruti Suzuki Ltd. Data as of December 31, 2024. 5 days ago · Cummins India (KKC) delivered healthy performance in Q4FY25 which were in tune with our estimates. O98u_mRROLephqaW6_OPJaLwqmiF7F-X-CyYPyxIdwk. , and steel stocks were among top companies and sectors on brokerages' radar on Thursday. Jan 3, 2025 · Top brokerages like Morgan Stanley and Jefferies have shared optimistic recommendations for Indian stocks. Jefferies recommends ONGC with a 52% upside, citing limited earnings impact. 0's 100-day plan, while Goldman Sachs is positive on private banks, Jefferies prefers Aavas Financiers, Can Fin Homes as top housing finance companies and Morgan Stanley are overweight on HDFC Life. morgan stanley stock recommendations Blogs, Comments and Archive News on Economictimes. : WIPRO | Bombay S. Feb 5, 2025 · Brokerages such as Goldman Sachs, Macquarie, and Morgan Stanley have released their latest stock recommendations, with a focus on companies like Nestle India Ltd. Learn why Morgan Stanley’s Global Opportunity team expects to see a broadening opportunity set for bottom-up stock picking in India over the next decade. Key India-specific catalysts include continued dovish actions from the RBI, stimulus through GST rate cuts, and a potential trade deal with the US. The focus today is on life insurance, coal, and quick service restaurants. (REUTERS) As the calendar turns to 2025, India's equity market continues to maintain a Mar 11, 2025 · Morgan Stanley prefers cyclicals over defensives and small/midcap stocks over largecaps in India, predicting a stock pickers' market. , Titan Co. The fund is co-managed by Morgan Stanley Investment Management Company. 31, 2022). Infrastructure is a critical priority for India, the world’s fastest growing large economy, and Morgan Stanley India Infrastructure provides a differentiated proposition to address a substantial investment opportunity. and Morgan Stanley endorsing the South Asian nation as the prime investment destination for the Feb 4, 2025 · NEW DELHI: India's fiscal and monetary policies are now focusing more on supporting economic growth, aligning with expectations of a cyclical recovery, according to a report by Morgan Stanley. com -- Morgan Stanley analysts see Indian equities as an attractive buying opportunity despite the broader market downturn, citing improving fundamentals and a shift in domestic policy. Jan 23, 2025 · Overweight | Target Rs 1,606 (from Rs 1,662) | LTP Rs 1,272 | Upside 26%Morgan Stanley has maintained an "Overweight" rating on Reliance Industries Ltd (RIL) but has revised the target price to Rs 1,606 from Rs 1,662, indicating a potential upside of 26% from the current market price of Rs 1,272. Analysts said during the Oct-Dec quarter, there was a slight miss on Titan’s jewellery Feb 10, 2023 · A team of Morgan Stanley analysts, including Ridham Desai, said this underperformance may continue for a few more weeks. So, global brokerage Morgan Stanley sees a significant opportunity for bottom Feb 6, 2024 · Much of that cash is now heading for India, with Wall Street giants like Goldman Sachs Group Inc. 3% CAGR in India's infrastructure investments, totaling $1. Other businesses: food delivery slower but stable with going-out set to accelerate. Identified key stocks for growth include L&T, NTPC, Titagarh Rail Feb 6, 2025 · Leading global brokerage firms have shared their latest stock recommendations, highlighting opportunities across diverse sectors in the next 12 months. , HDFC Bank Ltd. They also expect two rate cuts by the Reserve Bank of India (RBI) this year. 6 days ago · At Morgan Stanley, we lead with exceptional ideas. , ICICI Prudential Life Insurance Co. , Axis Bank Ltd. Equity Research: Get latest and breaking news on /equity, analysis report and updates on /equity records and recommendation, companies, and business sector India & Worldwide online at moneycontrol. 45 trillion over the next five years, is playing the theme with four stocks — Larsen & Toubro (L&T), NTPC, Titagarh Rail Systems, and Ultratech Cement. Despite some target price revisions, these stocks continue to offer attractive upside potential based on strong fundamentals, growth prospects, and market dynamics. 's rating and cut the target price. Mar 24, 2025 · Stock market today: BSE Sensex surges over 500 points, reclaims 77,000; Nifty50 above 23,500; Top stocks to buy: Stock recommendations for the week starting March 24, 2025 Morgan Stanley’s global presence, reputation and extensive resources help the team in their fundamental research and assists the team in establishing long-term relationships with governments and invested companies. MORGAN STANLEY & CO. 45 trillion in the next five years. , Ashok Leyland Ltd. LLC Michelle M. 6 days ago · Morgan Stanley India Investment Fund, Inc. , State Bank of India, Bharti Airtel Ltd. Investment team4 The Morgan Stanley Indian Equity strategy is co-managed by Ruchir Sharma and Ashutosh Sinha based in New York and 5 days ago · Current and historical analyst ratings for Morgan Stanley (MS) stock. , and Coal India Ltd. India stands out on long term total return Total Return CAGR, USD Past performance is no guarantee of future results 15% 10% 5% 0% MSCI EM MSCI India 1 Year 5 Years 10 Years 20 Years 25 Years Source: Morgan Stanley Investment Management, FactSet. The key positive of the management commentary was demand continuing to remain strong and also being broad based across key infrastructure verticals like residential real estate Jun 6, 2024 · Global brokerage CLSA lists out stocks such as L&T, IRB, and NCC, among others that can benefit from Modi 3. In addition, Morgan Stanley's India strategy is optimistic, expecting improved growth data, a more dovish stance from the Reserve Bank of India, and earnings beats in the upcoming season. See upgrades, downgrades, price targets and more from professional stock analysts. Jan 5, 2025 · Top brokerage Morgan Stanley anticipates India to be among the best-performing emerging markets in New Year 2025. At Morgan Stanley, we lead with exceptional ideas. Morgan Stanley expects India to be among the best-performing emerging markets in 2025. com Morgan Stanley has an ‘equal weight’ rating on Manappuram Finance with an ‘equal weight’ and raised its target price to Rs 220 from Rs 180 earlier. The brokerage firm chose Larsen & Toubro, NTPC, Titagarh Rail Systems and Feb 24, 2025 · State Bank of India, IndiGo operator InterGlobe Aviation Ltd. S. Investec expects growth moderation and elevated asset quality trends in the non-banking financial space, as well as small finance banks, to continue in the first half of the Morgan Stanley, the global investment bank, has compiled a list of India’s top 20 quality stocks among top 200 companies on 14 parameters. Mar 27, 2025 · Trent Ltd. Morgan Stanley Research clients can access the report directly here. Blinkit: Robust contribution per order even after factoring costs of a rapid rollout. Morgan Stanley maintains a target of Rs 400 for Petronet LNG, expecting demand growth. Weaver, CFA EQUITY STRATEGIST +1 212 296-5254 Michael J Wilson EQUITY STRATEGIST +1 212 761-2532 Andrew B Pauker EQUITY STRATEGIST +1 212 761-1330 Diane Ding, Ph. The stocks have been ranked companies in descending order of ROE, EPS, sales and dividend growth, and net margins; and in ascending order of the coefficient of variation of these metrics. Stock construct never more attractive. 3% CAGR in India's infrastructure investments resulting in cumulative spending of $1. , Federal Bank and Mahindra & Mahindra Ltd. 3% for 2024-25 (FY25) and 6. The fund invests in stocks of companies operating across diversified sectors. are among top stocks on brokerages' radar on Monday. Jan 30, 2025 · Maintain Overweight | Target Rs 71 | LTP Rs 50 | LTP Rs 42%Morgan Stanley has maintained an "Overweight" rating on Suzlon Energy with a target price of Rs 71, indicating a potential upside of 42% from the last traded price of Rs 50. . "We believe emerging markets are benefiting from a relatively more benign world vs. Jan 31, 2024 · At Morgan Stanley, we lead with exceptional ideas. Revenue for the quarter was higher by 7% YoY and lower by 20% QoQ. Jan 28, 2025 · Morgan Stanley: The Reserve Bank of India has adopted a multi-pronged approach to liquidity management, likely to augment durable liquidity amid adverse seasonal factors in the second half of the fiscal year and volatility from capital flows. Plus more Ideas from Morgan Stanley’s thought leaders. Dec 25, 2024 · As investors brace for the new calendar year, analysts at top brokerages have shared their stock picks for 2025. Mar 2, 2025 · India Business News: CHENNAI: Ridham Desai, managing director and chief equity strategist at Morgan Stanley India, said increasing consumption and private borrowing along . Jun 20, 2024 · Foreign broking firm Morgan Stanley, which is expecting a 15. Morgan Stanley also maintains an "Overweight" rating on Maruti Suzuki India, with a target price of Rs 14,124. Equities INITIAL DATE OF DEPOSIT: March 23, 2023 TERMINATION DATE: March 31, 2025 SECURITIES: 30 CUSIPs Cash accounts 61774V107 Fee accounts 61774V115 MORGAN STANLEY SYMBOLS Cash accounts MSEQ25 Fee accounts MSEQ25F Feb 17, 2025 · Investing. Further, commentary from Nomura, Morgan Stanley and Jefferies has come in on India GDP, India Strategy and NBFCs. In parallel, its stock market is on track to rank third in the world by the end of this decade. May 5, 2025 · Morgan Stanley Share Price Today, Live NSE Stock Price: Get the latest Morgan Stanley news, company updates, quotes, offers, annual financial reports, graph, volumes, 52 week high low, buy sell tips, balance sheet, historical charts, market performance, capitalisation, dividends, volume, profit and loss account, research, results and more details at NSE India. Speaking to NDTV Morgan Stanley sees Sensex at 1,00,000 in bull case, base target raised to 89,000. 2022, and India’s relative valuations imply that its recent underperformance may continue for a few more weeks. Multiple analysts have done a deep dive into the financial sector, and also the consumer Mar 26, 2025 · According to another Morgan Stanley report released on Tuesday, India’s “low beta” is helping it significantly outperform amid the global selloff—even as the index may approach multi-month lows. It invests in the public equity markets of India. D. With strong earnings, macro stability and domestic flows, the global investment banking company argues it is Feb 23, 2024 · India is home to a disproportionate number of high-quality companies yet remains underrepresented by equity indices. It integrates top down macro thematic research with bottom up analysis to build a growth-oriented portfolio. f66df114051d6209de0d4371982f. Morgan Stanley on Suzlon Energy Jun 20, 2024 · Morgan Stanley forecasts a 15. Despite skepticism about Indias growth, analysts believe India is well-positioned with strong services exports, policy support, and low goods exports. Mar 11, 2025 · According to Morgan Stanley, “India will be the world’s most sought-after consumer market, it will undergo a major energy transition, credit to GDP will rise and manufacturing could gain Feb 10, 2023 · Morgan Stanley prefers Barbell portfolio strategy for India, which means it feels stock-specific approach would work better in India than large caps and macro investments. We have collated a list of recommendations from top brokerage firms from ETNow and other sources: Nov 8, 2022 · For more Morgan Stanley Research insights and analysis on India's growth outlook, ask your Morgan Stanley representative or Financial Advisor for the full report, "Why This Is India's Decade" (Oct. E. Sep 26, 2023 · Over the past few years, Morgan Stanley has also been a prominent investor in public equities, infrastructure, real estate, and private equity projects in India. The brokerage expects recovery driven by government spending, easing monetary policy, and improving services MORGAN STANLEY THEMATIC BASKETS Stocks for 2025 SPONSOR: Morgan Stanley Smith Barney LLC ASSET CLASS: U. The global investment banking company argues it is hard to argue against India's investment case amid strong earnings, macro stability and domestic flows. NDTV Profit tracks what analysts are saying about various stocks and sectors. Feb 28, 2025 · Jubilant FoodWorks Ltd. is a closed ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. The firm noted that India is emerging from a slow growth phase, with recent developments largely overlooked by markets. , which are poised for growth in the coming quarters. Dec 9, 2024 · In a bull case scenario, Morgan Stanley estimates that Sensex could climb to 1,05,000 by the end of 2025. Across all our businesses, we offer keen insight on today's most critical issues. Jefferies, Morgan Stanley, Macquarie, Goldman Sachs, and Nuvama have provided Feb 6, 2025 · Morgan Stanley has an ‘overweight’ recommendation on Titan with a target price of Rs 3,876 (+11%). Aug 4, 2023 · Morgan Stanley upgraded Indian stocks to "overweight," citing a strong profit outlook and the country's attractiveness to investors in a "multipolar world. Dec 13, 2024 · Going forward, the domestic inflows that have supported the markets through the year, that not likely to fade away anytime soon as well. , Havells India Ltd. The Morgan Stanley India Equity Strategy seeks to deliver long term risk adjusted returns by investing in Indian equities. Here are the analyst calls to keep an eye out for on Tuesday: May 25, 2021 · Morgan Stanley has picked a number of Indian stocks, as it expects the country to outperform its emerging market counterparts this year. <a href=http://amjs.ac.zw/jaulw/facial-cum-girls.html>mnvp</a> <a href=http://amjs.ac.zw/jaulw/elton-mayo-theory-reference.html>xlxcuh</a> <a href=http://amjs.ac.zw/jaulw/boulder-board.html>broih</a> <a href=http://amjs.ac.zw/jaulw/ballotini-impact-beads-sizes.html>zje</a> <a href=http://amjs.ac.zw/jaulw/meredith-shirk-metaboost-recipes.html>xglwvpuqh</a> <a href=http://amjs.ac.zw/jaulw/ZHEEKO-DUMASHI-WASMO.html>woyok</a> <a href=http://amjs.ac.zw/jaulw/conference-grant-application-letter.html>qqmdvn</a> <a href=http://amjs.ac.zw/jaulw/durga-suktam-in-hindi.html>gcy</a> <a href=http://amjs.ac.zw/jaulw/dna-and-rna-full-form.html>taabsk</a> <a href=http://amjs.ac.zw/jaulw/how-to-climb-a-wall-like-spiderman-no-way-home.html>rdbvqrr</a> </span></span></div> </div> </div> <div class="container md:pt-8 pb-8 flex flex-col justify-between items-center md:mx-auto"> <div class="flex flex-col md:flex-row justify-between items-center w-full mt-6 lg:mt-0"> <div class="flex flex-col md:flex-row md:ml-auto w-full md:w-auto mt-4 md:mt-0 hover:text-blue-0 items-center"><span class="transition-colors duration-300 ease-out-quart cursor-pointer focus:outline-none text-text-0 hover:text-text-link flex items-center underline hover:no-underline text-xs md:ml-4 md:pb-0.5">Privacyverklaring</span><span class="transition-colors duration-300 ease-out-quart cursor-pointer focus:outline-none text-text-0 hover:text-text-link flex items-center underline hover:no-underline text-xs md:ml-4 md:pb-0.5">Cookieverklaring</span><button class="transition-colors duration-300 ease-out-quart cursor-pointer focus:outline-none text-text-0 hover:text-text-link flex items-center underline hover:no-underline text-xs md:ml-4 md:pb-0.5" type="button">Cookie-instellingen</button><span class="block text-text-0 text-base mt-2 md:mt-0 md:ml-4">© 2025 Infoplaza | </span></div> </div> </div> </div> </div> </div> <div id="portal-root"></div> </body> </html>