Archive · 4 Aug 2025
Morgan Stanley: Sensex Could Hit 1 Lakh by June 2026
Morgan Stanley thinks the Indian stock market, specifically the Sensex, could reach 1 lakh by June 2026.
This is based on positive factors, such as a possible trade agreement with the US.
The analysts believe India has the underlying strengths, like a growing population and democracy, for continued growth.
If oil prices stay low and interest rates are cut, the market could really take off, although they are considering several triggers to the massive growth.
Morgan Stanley projects Sensex could reach 1 lakh by June 2026 in a bullish scenario.
Analysts Ridham Desai and Nayant Parekh authored the 'India Equity Strategy Playbook' note.
Key triggers for growth include a US trade deal and increased capital expenditure.
Strong foundational factors support India's market growth.
The bull case assumes oil prices below $65 and potential RBI rate cuts.
- Who
- Morgan Stanley analysts Ridham Desai and Nayant Parekh.
- What
- Morgan Stanley predicts the Sensex could hit 1 lakh by June 2026.
- When
- By June 2026.
- Where
- Indian equity markets.
- Why
- Due to factors like a trade deal with the US and increased capital expenditure, along with strong foundational factors in India.
Bullish Scenario
Bearish Scenario
Market Outlook
Bullish Scenario
The Indian stock market is poised for growth.
Bearish Scenario
Not Available
- Analysts
- Ridham Desai and Nayant Parekh
- Report Title
- India Equity Strategy Playbook
- Bull Case Probability
- 30%
