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.
F&O Talk: Nifty may consolidate further; Sudeep Shah’s strategy on TCS, HDFC Bank, Infosys
Indian stock markets, Sensex and Nifty, closed lower following the RBI’s hawkish stance, despite falling oil prices. Analyst Sudeep Shah anticipates a consolidation phase for