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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
Sensex at 95,000 in 9 months? Morgan Stanley says bull market ahead, predicts 24% upside
The base-case scenario for Sensex, which projects a year-end target of 95,000 with a 50% possibility, suggests that it would command a trailing P/E multiple of 23.5x, ahead of the 25-year average of 22x.
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.
Explained — Key factors behind the surge of up to 15% in power stocks led by NTPC Green Energy
Brokerage firm Morgan Stanley in a note wrote that thermal coal-based power generation could take incremental load due to the surge in power demand and that such a move would support a smoother ramp-up in thermal coal power.
Top Energy & Power Stocks to Watch, According to Morgan Stanley - Investing.com India
Top Energy & Power Stocks to Watch, According to Morgan StanleyInvesting.com India
Morgan Stanley says sell Asian stock rally on Iran war impact
Surging oil prices due to the Iran war is weighing on the economies of net energy importers, which are predominantly located in Asia.
Morgan Stanley bullish on Reliance Industries, flags AI capex as next capital allocation pivot; sees 28% upside
Morgan Stanley said Reliance Industries' plan to invest Rs 10 lakh crore over seven years in AI, digital infrastructure and related energy supply marks the next major shift in capital allocation. The scale of the proposed investments mirrors that of its earlier telecom and consumer push.
Adani Enterprises stock up 2% after Morgan Stanley’s bullish call; AGM outlines Rs 2 trillion power capex plan
Morgan Stanley assigned a target price of Rs 3,638 per share on Adani Enterprises, implying an upside of nearly 21 percent from current levels. The brokerage described Adani Enterprises as a major infrastructure incubator, with exposure to high-growth businesses spanning airports, data centres, new energy and mining.
Morgan Stanley acquires Capri Global shares worth Rs 96 crore, sells Lloyds Metals stake valued at Rs 161 crore
Capri Global Capital shares saw moderate correction of 0.17 percent to Rs 198.03, while Lloyds Metals and Energy rose 0.86 percent to Rs 1,817.6 on the National Stock Exchange.