Morgan Stanley's Ridham Desai, bullish on India for 11 years, attributes his optimism to structural economic changes. Declining external vulnerabilities, a shrinking current account deficit, and a supportive macroeconomic framework have transformed India's fundamentals, making its equity story resilient and offering long-term opportunities.
Thursday, November 06, 2025
'Bullish on India': Morgan Stanley MD Ridham Desai says reforms driving equity gains; stability fuels confidence
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment