Growth, not gloom: Morgan Stanley keeps bullish stance on Indian equities

Jul 6, 2026 - 17:00
Growth, not gloom: Morgan Stanley keeps bullish stance on Indian equities

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India's market dip is likely temporary, with Morgan Stanley predicting a rebound driven by accelerating economic growth. Concerns about long-term prospects, including demographics and AI's impact on services, are seen as overstated. Strong structural advantages and potential positive earnings surprises position Indian equities for recovery as the global AI spending boom potentially moderates.

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