The information technology (IT) sector is expected to experience moderated growth during the transition phase of a new technology cycle. According to a report by Morgan Stanley, spending on IT services may increase at a slower rate compared to the overall growth of the United States economy.
The ongoing conflict in West Asia following the U.S.-Israeli attack on Iran and the subsequent retaliatory strikes by Iran across the region could increase economic and market volatility, particularly if the conflict continues for several weeks, according to a report by Morgan Stanley.
Global investment bank Morgan Stanley has reiterated a constructive view on Indian equities following the Union Budget, placing an overweight stance on Financials, Consumer Discretionary and Industrials, according to its latest report.
The central government's capital expenditure (capex) is expected to slow in the remaining part of FY26 as a large part of the spending was front-loaded in the first half of the fiscal year, highlighted a report by Morgan Stanley.
India's internet stocks went through a consolidation in the year that passed by - 2025, and investors now await signs of an earnings downgrade cycle to complete before turning more constructive on those stocks/sector, according to Morgan Stanley Research.
Indian equities are positioned for further upside in 2026, supported by resilient economic growth, improving earnings visibility and supportive domestic policy dynamics, according to a report by Morgan Stanley.
India's stock market returns are likely to improve in the coming months as several key fundamentals turn favourable, according to a Morgan Stanley report.
Reliance Jio registered strong subscriber growth and maintained its leadership in the broadband segment during November 2025, according to reports from leading brokerages analyzing the latest Telecom Regulatory Authority of India (TRAI) data.
Global brokerage Morgan Stanley has re-rated Reliance Industries Ltd (RIL), citing the onset of what it calls the company's "fourth monetisation cycle" and a decisive inflection in cash flows across all major business verticals.
Hyderabad (Telangana) [India], December 3: Zaggle, one of India's fastest-growing publicly listed and profitable spend- management and financial-technology companies, has been named to the DGEMS 2025 "Select 200 Companies with Global Business Potential," recognising its leadership in transfo
The report highlighted that its expectation is driven mainly by continued downside surprises in headline Consumer Price Index (CPI) inflation. "On monetary policy, we expect the RBI to ease rates 25bp in the Dec-25 policy meeting, with a terminal policy rate of 5.25 per cent".