Morgan Stanley says Indian equities are poised to “regain their mojo in 2026” after their worst relative performance in 31 years, citing a policy pivot that is reviving nominal growth, forecasting a bull-case Sensex target of 107,000 by December 2026. Even the brokerage’s base case sees the benchmark reaching 95,000, driven by macro stability, fiscal consolidation, private investment and potential monetary easing. In this backdrop, Morgan Stanley has built a focus portfolio of 10 Overweight-rated stocks it believes are best positioned to benefit from India’s cyclical recovery.
Jefferies is bullish on Adani Ports and 5 other logistics sector stocks. How many do you have?
Jefferies has shared an optimistic forecast for six logistics stocks, highlighting anticipated price hikes. Among them, Adani Ports is projected to rise by 20% from
September 25, 2026