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

February 1, 2026

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.

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RBI maintains optimism on growth, signals caution on inflation and FX volatility: Anubhuti Sahay

The Reserve Bank of India’s latest policy stance balances optimism on growth with caution on inflation and foreign exchange volatility. Analysts noted the central bank’s

April 8, 2026

RBI policy on expected lines, focused on stability and proactivity: R. Gandhi

The Reserve Bank of India’s recent monetary policy announcement offered clarity amidst global uncertainties, with former Deputy Governor R. Gandhi highlighting the MPC’s expected assessment

April 8, 2026

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