Artificial Intelligence (AI) data centres are expected to significantly increase global water consumption in the coming years, according to a report by Morgan Stanley.
Global investment bank Morgan Stanley notes that the rationalisation of the Goods and Services Tax (GST) structure, approved by the GST Council, is expected to significantly boost consumption in the coming months, coinciding with the onset of the festive season.
In the Independence Day speech from the ramparts of the Red Fort, Prime Minister Narendra Modi announced upcoming next-gen GST reforms before Diwali so as to benefit consumers, small industries and MSMEs.
The stress continues in the microfinance industry, which is expected to see muted loan growth for a few more quarters till 2Q-3QFY26 before recovery begins, according to a report by Morgan Stanley.
India is set to become the world's most sought-after consumer market, undergo a major energy transition, witness a rise in credit-to-GDP ratio, and see manufacturing gaining a larger share in GDP, according to a report by Morgan Stanley.
Consumer loan growth in India appears to have bottomed out, and a faster recovery is expected with the moderation in credit costs in the coming quarters, noted a recent report by the global financial services firm Morgan Stanley.
If the recently announced US tariffs on Indian goods persist for a longer period, the impact on India's economic growth could be between 0.4 per cent and 0.8 per cent, Morgan Stanley has said in a report.
India is set to play a bigger role in the global economy over the coming decades, noted a recent report by Morgan Stanley. The report says with the expectation of India's credit to GDP rising and manufacturing gaining a bigger share in GDP, country's role in global economy will significantly
New energy, AI infrastructure, funding from the existing energy verticals of Reliance Industries Ltd will be key for the Indian conglomerate's next leg of value creation, Morgan Stanley said in a report.
India is expected to remain the fastest growing economy among all the countries covered by global investment firm Morgan Stanley, according to the latest report from its Global Investment Committee (GIC).
Loan growth for non-banking financial companies (NBFCs) is expected to remain steady in the first quarter of FY26, rising by 19 per cent compared to the same period last year, and 4 per cent over the previous quarter, according to a recent report by Morgan Stanley.
The recent report by Morgan Stanley named "India Equity Strategy Playbook", reveals that Indian equities appear undervalued, presenting a compelling opportunity for long-term investors.