India’s Stock Market at a Turning Point Morgan Stanley Says
India’s Stock Market at a Turning Point Morgan Stanley Says
India’s Stock Market at a Turning Point Morgan Stanley Says
"India’s Stock Market at a Turning Point? Morgan Stanley Says It's the Best Time Since COVID to Invest!
Indian Stocks Look Attractive, Valuations Cheapest Since COVID: Morgan Stanley
Key Highlights
Stock Picker’s Market: Morgan Stanley favors cyclicals over defensives and small/midcap stocks over largecaps.
Attractive Valuations: Indian stocks are at their cheapest levels since the COVID-19 pandemic.
Growth Skepticism: Despite concerns over India’s growth, strong services exports, policy support, and low goods exports position the economy well.
Recovery Drivers
- Government spending (capex momentum).
- Easing monetary policy (triple easing).
- Improvement in services exports.
- Moderation in food inflation, lifting household incomes.
Market Sentiment
- Morgan Stanley’s sentiment indicator is in strong buy territory.
- India’s relative earnings growth is turning positive, even on conservative forecasts.
- Low beta nature makes Indian equities resilient in an uncertain macro environment.
Investor Caution
- Market has ignored RBI’s policy pivot and strong government budget since February.
- Nifty has declined 15% from its September peak, marking the first-ever five-month consecutive drop.
Turning Point?
- Fundamentals appear to be improving after a soft patch.
- Unless negative global developments occur, this could be a key inflection point for Indian stocks in 2025.
- Green shoots in economic data suggest recovery will strengthen in the coming months.
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