Indian market recovery driven by govt spending & rural demand: Gokul Laroia, Morgan Stanley

June 9, 2025

Morgan Stanley’s Gokul Laroia believes Indian market recovery hinges on government spending and rural demand revival. He anticipates continued US dollar weakening. Laroia notes global investors were cautious about India but that sentiment is shifting. He acknowledges India’s valuations are high but justified by earnings growth and ROE. US Treasury yields are a concern due to the rising fiscal deficit.

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