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Morgan Stanley Picks Top French Banks Amid Rising Capital Buffers By Investing.com - Investing.com India
Morgan Stanley Picks Top French Banks Amid Rising Capital Buffers By Investing.comInvesting.com India

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.
Bajaj Finance shares jump 4% after strong Q4 results. Why Jefferies, Morgan Stanley and others are bullish
Bajaj Finance shares rose up to 4.2% after the company reported a 22% YoY jump in Q4 net profit to Rs 5,553 crore. AUM crossed Rs 5 lakh crore, growing 22%, while quarterly AUM addition stood at Rs 25,498 crore. Strong momentum was driven by robust loan growth, with 12.89 million loans booked and customer base rising 17% to 119.33 million.
Havells shares tank 6% post weak Q4 show. Morgan Stanley cuts to underweight, Goldman Sachs trims target
Havells shares fell sharply on Thursday after a weak Q4, with revenue growth slowing and EBITDA declining. A sharp rise in other income boosted profit, but brokerages flagged margin pressures and muted demand. Morgan Stanley downgraded the stock, while Goldman Sachs and Nuvama trimmed targets but maintained positive long-term views.

Tata Elxsi shares drop 4% after Morgan Stanley sharply cuts target on Q4 topline miss
Revenue growth remained softer than estimates. Constant currency revenue rose 0.9%, below expectations of 1.5%. For the full year, constant currency revenue declined 5.5%.
HDB Financial shares rally 12%. What Jefferies, Morgan Stanley analysts recommend
HDB Financial Services surged over 12% after reporting strong Q4 FY26 results, with profit up 41% and NII rising 22%. Brokerages including Jefferies, Morgan Stanley, Emkay Global, JM Financial and Motilal Oswal issued mixed but largely positive views, citing improved asset quality, stable margins and moderated credit costs.
ICICI Lombard General Insurance shares in focus after Q4 net profit rises 7%. What are Morgan Stanley, HDFC Securities saying?
Shares of ICICI Lombard General Insurance Company are likely to be in focus after reporting stable Q4 FY26 performance, with profit after tax rising 7.3% year-on-year to Rs 547 crore. The company saw improved combined ratio, strong premium growth, and maintained a robust solvency position, while brokerages remained mixed on ratings and target prices.
Bank of America, Morgan Stanley tick higher premarket; TeraWulf tumbles By Investing.com - Investing.com India
Bank of America, Morgan Stanley tick higher premarket; TeraWulf tumbles By Investing.comInvesting.com India

ICICI Prudential AMC shares decline 3% after Q4 results; Analysts see up to 16% upside
Brokerage firm CLSA has an 'outperform' rating on the stock, while Citi, HSBC, UBS have 'buy' recommendations and Morgan Stanley has an 'equal weight' rating. HSBC and UBS have also raised their price targets on the stock.
Will Sensex hit 95,000 by December 2026? Top reasons why Morgan Stanley sees a bull run in Indian stock m - The Times of India
Will Sensex hit 95,000 by December 2026? Top reasons why Morgan Stanley sees a bull run in Indian stock mThe Times of India
Will Sensex hit 95,000 by December 2026? Top reasons why Morgan Stanley sees a bull run in Indian stock m - The Times of India
Will Sensex hit 95,000 by December 2026? Top reasons why Morgan Stanley sees a bull run in Indian stock mThe Times of India

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