Ridham Desai
Indian stock markets to continue underperforming EM peers: Morgan Stanley
Earlier in November 2022, Morgan Stanley had reiterated its stance on the Indian markets and said that the bull-run remained intact. Back then, they expected the Sensex to hit 80,000 levels by Dec '23
 "Indian stock markets to continue underperforming EM peers: Morgan Stanley")
Indian households unlikely to stop investing in stocks, says Morgan Stanley
Despite a record rise in trading by retail investors over the past eight years, Indian households remain "dramatically" underweight in the asset class, says Ridham Desai
 "Indian households unlikely to stop investing in stocks, says Morgan Stanley")
Morgan Stanley cuts FY23 earnings forecast by 8%; lowers Dec Sensex target
In a bull-case scenario (30 per cent probability), Morgan Stanley expects the Sensex to hit 75,000 by December 2022-end and sees the 30-share index at 45,000 by the year-end in a bear case scenario
Morgan Stanley sees Sensex at 70,000 level by December 2022
The research and brokerage house had recently downgraded India to equal-weight in their global emerging markets (GEMs) country portfolio.
 "Morgan Stanley sees Sensex at 70,000 level by December 2022")
India is now a low-beta market: Ridham Desai
Interview with MD - research, Morgan Stanley
 "India is now a low-beta market: Ridham Desai")
Dip seen but India will fall less: Ridham Desai
On the global front, Desai believes India is relatively good in an otherwise broken emerging market world
 "Dip seen but India will fall less: Ridham Desai")
