Archive · 5 Aug 2025
Morgan Stanley: India Equities Poised for New Highs
Morgan Stanley, a big financial company, believes India's stock market will do very well.
This is because India has a lot of strong points like a growing population and better infrastructure.
They have picked out 10 stocks they think will be successful, like Jubilant FoodWorks and Maruti Suzuki India.
However, they don't like some other sectors, such as energy and healthcare.
They think these sectors won't perform as well as others.
Morgan Stanley forecasts new highs for Indian equities, driven by strong fundamentals.
India is expected to gain global market share due to factors like population growth and infrastructure.
The report highlights key sectors, including consumer discretionary, industrial, and financials, for potential outperformance.
Morgan Stanley is 'overweight' on 10 specific stocks, including Jubilant FoodWorks and Maruti Suzuki India.
The brokerage firm is 'underweight' on utilities, energy, healthcare, and materials sectors.
- Who
- Morgan Stanley and investors.
- What
- Morgan Stanley predicts new highs for Indian equities.
- When
- In the coming months.
- Where
- India
- Why
- Driven by strong foundational factors and expected market performance.
Sector Recommendations
Market Analysis
Key Sector Views
Sector Recommendations
Morgan Stanley is Overweight on Consumer Discretionary due to recovery in urban demand.
Market Analysis
Morgan Stanley sees potential in financials on the back of peaking short rates and low credit costs
- Key Factors
- Population growth, democracy, infrastructure, entrepreneurial class
- Overweight Stocks
- Jubilant FoodWorks, Maruti Suzuki India, Trent, Titan Company, Bajaj Finance, ICICI Bank, Interglobe Aviation, Larsen & Toubro, Ultratech Cement, Coforge
- Underweight Sectors
- Utilities, Energy, Healthcare, Materials
- Expected Equity Returns
- Around 30% in the next 12 months
Sources
Motilal Oswal has sharply increased its midcap bets in model portfolio
Midcaps, smallcaps stocks to buy: Inox Wind, Radico Khaitan to UPL — Experts suggest 12 shares for the short term
Q1 Earnings Review: Hit or miss — How is India Inc faring in the June quarter results season so far?
Nifty 50 companies’ earnings per share likely to grow 10% in FY26: Motilal Oswal Report
Top mid cap funds for long-term growth in India
