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AI Chip Rally May Have Peaked: Morgan Stanley Takes Bearish Turn Amid Wild Swings At Wall Street
Artificial intelligence or AI
TCS shares jump over 3% after Q1 results. What are Morgan Stanley, Citi and other brokerages saying?
TCS shares climbed 3.5% after the IT major reported a 5% year-on-year rise in Q1FY27 net profit to Rs 13,349 crore and a 14% increase in revenue. While most brokerages retained their ratings, views remained mixed on the outlook, with optimism over AI-led growth offset by concerns around weak discretionary spending, margins and global macro uncertainty.
Corporate Earnings, Monsoon to Drive Next Leg of Indian Market Rally: Morgan Stanley - Rediff
Corporate Earnings, Monsoon to Drive Next Leg of Indian Market Rally: Morgan StanleyRediff
Sensex at 1 lakh in one year? Morgan Stanley sees 25% chance; Here’s what could trigger the next stock market rally - livemint.com
Sensex at 1 lakh in one year? Morgan Stanley sees 25% chance; Here’s what could trigger the next stock market rallylivemint.com
Mexico, Brazil World Cup losses dash hopes for Latin America beer-sales boom
Brazil and Mexico's World Cup losses may hit AB InBev and Heineken's Q3 sales, Morgan Stanley analysts say. Shares of both companies fell.
market, morgan stanley, sensex - Business Standard
market, morgan stanley, sensexBusiness Standard
Indian IT services emerges as an AI 'dark horse' for Morgan Stanley - Moneycontrol.com
Indian IT services emerges as an AI 'dark horse' for Morgan StanleyMoneycontrol.com
Growth, not gloom: Morgan Stanley keeps bullish stance on Indian equities - The Times of India
Growth, not gloom: Morgan Stanley keeps bullish stance on Indian equitiesThe Times of India
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Morgan Stanley sees India's market valuation decline as temporary, expects equity rebound - Firstpost
Morgan Stanley sees India's market valuation decline as temporary, expects equity reboundFirstpost
25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham Desai
Morgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improving macroeconomic fundamentals. The brokerage's base case targets 89,000 by June 2027, while assigning an equal 25% probability to a bear-case decline to 66,000.
What can trigger the next market rally in India? Morgan Stanley explains
As a base-case scenario, they have maintained June 2027 Sensex target at 89,000 levels, up nearly 14 per cent from the current levels. Morgan Stanley attached 50 per cent probability to this forecast.
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.