October 20, 2026
Business

Budget impact: What makes Morgan Stanley’s Ridham Desai remain bullish on Indian stocks(Soban News)

Morgan Stanley maintains a bullish stance on Indian equities post-Budget, citing cyclical growth support, structural reforms, capex push, and long-term policy focus on semiconductors, AI, and data centres to sustain earnings and premium valuations.

​Morgan Stanley maintains a bullish stance on Indian equities post-Budget, citing cyclical growth support, structural reforms, capex push, and long-term policy focus on semiconductors, AI, and data centres to sustain earnings and premium valuations. by Soban News (international And National News)

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