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Delhi EV policy's real challenge for automakers could come if other states follow: Morgan Stanley
Delhi's ambitious EV Policy 2026 aims to accelerate clean mobility by phasing out internal combustion engine vehicles in select segments, with incentives for electric adoption. While immediate impact on automakers is modest, the risk lies in similar policies spreading nationwide. The report highlights challenges for the motorcycle segment and emphasizes localized battery manufacturing for energy security.
Adani group firms rally after AGM; Morgan Stanley raises Adani Power target
Group companies gained after Gautam Adani outlined expansion plans at the AGM, while Morgan Stanley raised its target price for Adani Power and retained an overweight rating
The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure push
Morgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside. The brokerage sees AEL as the best-placed Adani Group company to benefit from India’s infrastructure and capex boom, citing its strong presence in airports, roads, data centres and new energy.
RIL shares jump 6% in 3 days, market cap soars by Rs 1 lakh cr ahead of AGM. Why Morgan Stanley still sees 38% upside
Reliance Industries has added over Rs 1 lakh crore in market value in just three trading sessions ahead of its closely watched AGM. Despite the recent rally, Morgan Stanley sees another 38% upside, betting on stronger O2C earnings, new energy monetisation, AI opportunities and attractive valuations.
Morgan Stanley sees Reliance Industries’ AI, new energy bets powering next growth chapters. Here’s why
Morgan Stanley believes Reliance Industries has entered its fifth monetisation cycle, with artificial intelligence infrastructure and new energy businesses poised to become key growth drivers. Maintaining an overweight rating and a target price of Rs 1,803, the brokerage sees 34% upside in the stock.
Hindalco, Nalco shares jump up to 5% after aluminium prices hit 4-year high. Where is metal headed?
Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in China, the world's top producer, are driving the rally. Traders are concerned about China's review of energy consumption and emissions. This situation tightens global supply, benefiting Indian aluminium producers. Morgan Stanley sees strong demand and constrained supply supporting prices.
Morgan Stanley Names Top Utility Stocks for Europe’s Energy Shift - Investing.com India
Morgan Stanley Names Top Utility Stocks for Europe’s Energy ShiftInvesting.com India
Morgan Stanley warns oil market in ‘race against time’ as Strait of Hormuz remains shut amid Iran war
Morgan Stanley warned that global oil markets are in “a race against time” as prolonged disruption in the Strait of Hormuz could sharply tighten supplies and push crude prices higher. Analysts said current market buffers may weaken if the closure extends into late June or July, raising risks for global energy markets.
Defence, energy, data centres to lead India’s $800 billion capex wave: Morgan Stanley
Morgan Stanley has raised its investment rate forecast to 37.5% of GDP by FY2030, up from 36.5% earlier. This translates into incremental cumulative investments of about $800 billion over the next five years, with nearly 60% expected to flow into energy transition, data centres, and defence.
Morgan Stanley predicts these beaten-down Chinese stocks can rebound on easing Middle East tensions
Ceasefire in Iran war boosts Asia stocks, Morgan Stanley sees upside in China shares tied to AI, energy security and Middle East revenue despite economic headwinds
Morgan Stanley’s defensive playbook for spiking oil prices amid Iran war
Investors ought to prepare their portfolios for rockier times as energy supply becomes uncertain, according to a team of Morgan Stanley strategists.
Asia markets could see 15-20% downside if oil hits $120-130: Morgan Stanley
Jonathan Garner, Chief Asia and Emerging Markets Equity Strategist, Morgan Stanley, says the risk is not just higher oil prices but disruption in supply flows across oil and gas. He flags that this could hit industrial production, including fertilisers, and weigh on economic activity across Asia, which remains highly dependent on energy imports.