Industry Newsemerging marketsequitiesfinancialsmorgan stanley
Morgan Stanley Forecasts India Earnings Outperform Emerging Markets
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7.2
Jonathan Garner of Morgan Stanley says India is entering a cyclical earnings recovery that will drive mid- to high‑teens earnings growth for the Sensex over the next two years. He cites narrowed valuation premiums (about 18× forward versus EM ~13×), Reserve Bank easing, capex revival and underweight foreign funds as factors that could reverse flows into Indian equities.
Scoring Rationale
Official Morgan Stanley outlook provides actionable sector guidance, but relevance is limited outside macro equity investors.
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