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Morgan Stanley India Economics

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Zomato, the new Infy for the new India

Zomato has the potential to be an equally important milestone for Indian equity markets, notes Akash Prakash. Photograph: Rupak De Chowdhuri/Reuters   For any India investor, the listing and......

Clean tech is next hypergrowth opportunity for Mukesh Ambani

Reliance Industries Ltd's focus on the next hypergrowth opportunities in clean tech and its path to decarbonisation has the potential to spur re-rating, raises clarity on investment cycles and......

Indian equity markets join elite list; record new all-time highs

While benchmark indices of US, UK, Germany & India have climbed to new peaks, South Korea, Taiwan and New Zealand are currently between 2 per cent and 10 per cent below their previous highs.......

Reliance-Aramco deal likely if crude oil averages $65

A fall in crude oil price and Aramco's $75 billion annual dividend commitment may have delayed Saudi company picking a stake in Reliance Industries Ltd's oil-to-chemical unit (O2C), research firm......

Investors flock to warehousing as it has become an asset class of choice

Warehousing and logistics segment has been among the most resilient asset classes in the pandemic. Warehousing is witnessing a new phenomenon. While investors such as GIC and Blackstone have......

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Coming to India and making

Success in manufacturing is not just about being cheap - cheap labour, cheap land, cheap power...
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