Morgan Stanley’s latest India model portfolio reflects a mix of consumption, financials, infrastructure, utilities and real estate themes. The brokerage continues to favour companies with strong balance sheets, sector leadership and long-term earnings visibility despite ongoing market volatility. The portfolio includes both defensive consumption names and cyclical growth plays, showing a preference for businesses tied to India’s domestic demand, infrastructure spending and premiumisation trends.
Apple briefly tops $5 trillion in market value, second after Nvidia; unveils iPhone leasing scheme
Apple briefly surpassed $5 trillion in market value, becoming only the second company after Nvidia to reach the historic milestone.