Morgan Stanley

Budget 2026: Morgan Stanley says stock market sceptical, shares strategy

Jan 16, 2026, 11:01 AM IST

Morgan Stanley said key things to watch are the extent of fiscal consolidation, capex, and sector-level actions. Of particular interest will be capital market reforms to encourage a revival in FPI flows.

Trent shares tumble 10% in two days as Q3 revenue growth falls below expectations

Jan 07, 2026, 01:24 PM IST

Trent shares reached an intraday low of Rs 3,988, close to their 52-week low of Rs 3,931.

Tactical stock idea: Morgan Stanley sees further rerating on Aditya Birla Capital

Jan 07, 2026, 03:55 PM IST

Morgan Stanley said the Aditya Birla Capital stock has done well in 2025 but there is scope for further re-rating on sustained execution.

European banks may cut over 200,000 jobs by 2030 because of AI: Morgan Stanley report

Jan 05, 2026, 06:04 PM IST

European banks are under pressure from investors to reduce costs and improve returns, which continue to lag behind their US counterparts.

Avenue Supermarts shares fall on Q3 business updates, more details

Jan 05, 2026, 11:36 AM IST

Avenue Supermarts' Q3 revenue rose 13% year-on-year but missed estimates.

Accenture Results Spark Fresh Buzz In IT, Early Turn Or Just A Bounce?

Dec 19, 2025, 08:06 PM IST

Strong Q1 results from Accenture have brought Indian IT stocks back into focus after a long phase of underperformance. Accenture reported 6% YoY revenue growth, steady FY26 guidance, and a sharp 76% jump in AI bookings, helping revive global tech sentiment. However, experts remain cautious, noting that discretionary spending remains weak and GenAI adoption is yet to meaningfully lift overall IT budgets, a view echoed by Jefferies. Currency volatility, stretched AI valuations, and global macro risks also cap enthusiasm. Meanwhile, Morgan Stanley sees limited near-term impact from HCL Tech’s latest acquisition. While large-cap IT may stay range-bound, the view is that midcap IT stocks could outperform once demand visibility improves, even as domestic manufacturing remains the preferred overweight theme.

RIL re-rating every quarter! Morgan Stanley sees $50bn value creation, shares target

Dec 17, 2025, 01:59 PM IST

The RIL re-rating is anticipated across every quarter in Calendar 2026. In Q1, confidence in the chemicals business is seen improving, supported by structural changes in global chemical markets.

Bharti Airtel shares: Why Morgan Stanley raised target price by 20%?

Dec 16, 2025, 09:11 AM IST

The Bharti Airtel stock has historically done well ahead of tariff hike events, after which it goes into a consolidation phase.

After worst year since 1994, Wall Street predicts turnaround in Indian markets

Nov 30, 2025, 07:42 AM IST

India delivered its weakest relative performance in more than three decades in 2025, but firms including Morgan Stanley, Citigroup Inc. and Goldman Sachs Group Inc. are now projecting a recovery

Meesho to launch Rs 5,421.20 crore IPO on December 03; check all key details

Nov 28, 2025, 08:35 AM IST

SoftBank-backed e-commerce platform Meesho is set to launch its IPO on Wednesday, 3 December, and closes on Friday, 5 December.

What’s Hot Today: Big Broker Calls, Top Upgrades & Market Movers

Nov 20, 2025, 03:52 PM IST

In today’s edition of What’s Hot, we break down the biggest brokerage calls and sector shifts shaping the market. BofA’s India Strategy flags front-loaded government capex and prefers rate cyclicals and defensives, while Jefferies turns bullish on Adani Enterprises after CoC approval for the Jaypee plan. HSBC launches coverage on Metals & Mining with a mixed stance, and Morgan Stanley updates outlooks on HDFC Bank, Axis, SBI, ICICI, and Kotak with mostly positive banking cues. Citi and Jefferies diverge sharply on Navin Fluorine, UBS stays upbeat on OMCs and Reliance, and Macquarie upgrades Hero MotoCorp. We also track fresh updates on Cummins, APL Apollo, NSDL, Pine Labs, Info Edge, Swiggy.