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Morgan Stanley Says India Can Hit 12% Nominal Growth as Earnings Resume After Six-Quarter Slump

Morgan Stanley Says India Can Hit 12% Nominal Growth as Earnings Resume After Six-Quarter Slump

Morgan Stanley believes India can lift nominal growth toward 12% even as a West Asia crude oil crisis squeezes the global outlook. The bank says earnings growth has already turned after a six-quarter mid-cycle slowdown and should improve further, supported by RBI and government reflationary steps such as rate cuts, bank deregulation, liquidity infusion, and targeted capex in energy, defence, semiconductors, fertilisers, and data centres. Challenges remain, including limited direct AI exposure for equities and AI disruption risks for services exports.

Summarised by Beize from a story on Republic on 15 May 2026
Goldman Sachs exits Jio Financial in Rs 62 crore block deal as Morgan Stanley steps in at Rs 231 per share

Goldman Sachs exits Jio Financial in Rs 62 crore block deal as Morgan Stanley steps in at Rs 231 per share

Jio Financial Services witnessed a block deal on Thursday where Goldman Sachs sold more than 26.75 lakh shares worth Rs 62 crore to Morgan Stanley. The shares were sold via Goldman Sachs Bank Europe SE-ODI at Rs 231.45 each, while Jio Financial ended the day at Rs 234.20 on the BSE. Despite a weak one-year trend and a 14% year-on-year decline in Q4FY26 net profit to Rs 272 crore, the company reported explosive revenue growth and higher AUM and payment volumes.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Bharti Airtel shares jump 2% as profit slides, Morgan Stanley flags fresh upside

Bharti Airtel shares jump 2% as profit slides, Morgan Stanley flags fresh upside

Bharti Airtel shares rose more than 2% after its Q4 numbers showed a 34% year-on-year fall in consolidated net profit to Rs 7,325 crore. Investors instead leaned into stronger operations as revenue jumped 16% to Rs 55,383 crore, led by steady India performance and resilient Africa operations, with India revenue up 8% including passive infrastructure services.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Ford shares soar up to 15% as Morgan Stanley bets big on energy storage

Ford shares soar up to 15% as Morgan Stanley bets big on energy storage

Ford surged as much as 15% after Morgan Stanley flagged upside for its energy storage business. The bank expects Ford could secure supply deals with large commercial buyers and hyperscalers, with its CATL partnership seen as a decisive edge. Analysts say the energy segment’s value is rising, changing how investors view Ford’s growth prospects.

Summarised by Beize from a story on The Economic Times on 13 May 2026
India FY27 GDP growth seen at 6.7% as Morgan Stanley lifts forecast despite West Asia risks

India FY27 GDP growth seen at 6.7% as Morgan Stanley lifts forecast despite West Asia risks

Morgan Stanley has raised its India FY27 GDP growth forecast to 6.7% from 6.2%, even as it flags uncertainty tied to the ongoing West Asia crisis. The revision also reflects updated assumptions, including average crude oil prices of about $95 per barrel in FY27, underscoring how energy costs could shape India’s next-year momentum.

Summarised by Beize from a story on Republic on 13 May 2026
Morgan Stanley bets on Sensex 89000 as India exits six quarter earnings slump

Morgan Stanley bets on Sensex 89000 as India exits six quarter earnings slump

Morgan Stanley has turned notably more bullish on Indian equities, forecasting the BSE Sensex could reach 89,000 by June 2027. The call suggests roughly 15% upside from current levels and is tied to a view that India is moving past a six-quarter earnings slowdown into a stronger growth phase after a “mid-cycle” pause.

Summarised by Beize from a story on The Economic Times on 13 May 2026

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Gold loses safe haven shine as Iran tensions fail to lift prices Morgan Stanley warns

Gold loses safe haven shine as Iran tensions fail to lift prices Morgan Stanley warns

Gold’s long-standing safe-haven reputation is under renewed pressure, with prices reportedly slipping despite heightened concern around the ongoing Iran conflict. A Morgan Stanley note points to a mismatch between investors’ expectations of gold during geopolitical stress and the market’s actual reaction. The development raises questions about whether gold can still reliably hedge fear in the current cycle.

Summarised by Beize from a story on The Economic Times on 7 May 2026
Meta lines up Morgan Stanley and JPMorgan for 13 billion El Paso data center financing

Meta lines up Morgan Stanley and JPMorgan for 13 billion El Paso data center financing

Meta Platforms is reportedly preparing a financing package of about $13 billion for a new data center in El Paso, Texas. Bloomberg News says the effort is led by Morgan Stanley and JPMorgan Chase, citing people familiar with the matter. If finalized, the deal would underline Meta’s continued push to expand infrastructure and capacity across the US.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Gross FDI jumps 13% to 90.8 billion but net inflows slump near lows says Morgan Stanley

Gross FDI jumps 13% to 90.8 billion but net inflows slump near lows says Morgan Stanley

India’s gross FDI inflows rose 13% to $90.8 billion in January 2026, but net FDI remains near all-time lows. Morgan Stanley points to surging profit repatriations and increased outward investment as key drivers, leaving net inflows around $0.5 billion even as gross equity flows hit a three-year high.

Summarised by Beize from a story on Republic on 24 Apr 2026
AI could cut gaming costs in half and unlock 22 billion profits says Morgan Stanley

AI could cut gaming costs in half and unlock 22 billion profits says Morgan Stanley

Morgan Stanley says AI tools could slash game-development costs by nearly half, potentially unlocking about $22 billion in new profits. The shift could let smaller teams build and iterate faster, improving games after launch rather than waiting for traditional cycles. Distribution and data holders may capture the biggest gains, while game engine makers face disruption unless they adapt.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Morgan Stanley files to launch Bitcoin and Solana ETFs after SEC approval bid

Morgan Stanley files to launch Bitcoin and Solana ETFs after SEC approval bid

Morgan Stanley has filed with the U.S. Securities and Exchange Commission to launch exchange-traded funds tied to the prices of cryptocurrency tokens, including Bitcoin and Solana. The filing marks a first for a major US bank in this space and signals intensifying institutional involvement in crypto-linked products—pending regulatory approval.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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