logo
episode-header-image
Jun 2024
3m 57s

This Is Still India’s Decade

MORGAN STANLEY
About this episode
Our Head of India Research and Chief India Equity Strategist lays out his bullish post-election view on India, explaining why the market is likely to drive a fifth of global growth in the coming decade. 
Up next
Yesterday
India’s Next Market Phase
Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stanley.----- Transcript -----Chetan Ahya: Welcome to Thoughts o ... Show More
12m 57s
Jun 11
Inflation Relief Ahead?
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ... Show More
4m 37s
Jun 10
Who Owns Travel Loyalty?
Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines. Read more insights from Morgan Stanley.----- Transcript -----Ravi Shanker: Welcome to Thoughts on the Market. I'm Ravi Shanker, Mor ... Show More
13m 21s
Recommended Episodes
Mar 2015
India
We visit India, a country of one and a quarter billion people, predicted to overtake China, the world's second largest economy, and the only other country with over a billion people.But China and India have two fundamentally different economies. China's meteoric rise was driven b ... Show More
26m 48s
Jun 2024
Indian PM Modi projected to win third term in office
<p>Indian prime minister Narendra Modi looks set to secure a third term in office with a narrower-than-expected parliamentary majority. We are live in New Delhi as the vote count continues. On Wall Street the Dow falls 100 points on the first trading day of June as U.S. manufactu ... Show More
26m 1s
Jan 2024
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Andrei Stetsenko, partner at Farley Capital, joins Forward Guidance to share insights from his experience investing in India. Stetsenko, who works with Jack’s father, argues that India’s economy is being turbocharged by exceptionally favorable demographics, accelerating urbanizat ... Show More
1h 6m
Jan 2023
India’s Plan To Become The World’s New Economic Powerhouse
India’s Prime Minister Narendra Modi is investing billions of dollars to boost manufacturing and attract foreign investment in his rapidly growing country. Modi’s ambitious goal: To propel India to the top ranks of global economic powers, alongside the US and China. Bloomberg jou ... Show More
28m 21s
Nov 2022
Is India ready to become the world's most populous country?
This month the world population reached 8 billion people - and India is leading the charge. It's set to overtake China as most populous country in the world next year. India is currently home to more than 1.39 billion people. By April, the UN says it will hit 1.42 billion. What’s ... Show More
49m 6s
Sep 2023
India’s Strategic Evolution
This week, Mike and Jude are joined by C. Raja Mohan, Senior Fellow with the Asia Society Policy Institute in Delhi and Visiting Research Professor and former Director of the Institute of South Asian Studies (ISAS) at the National University of Singapore. Mohan was the founding d ... Show More
46m 25s
Feb 2024
Dubai 2040: Unveiling the Future of Real Estate & Economy with AJ & Dr. Anand
<p>Join AJ and  Dr. Anand for an enlightening discussion on the future of real estate and the economy in Dubai as we head towards 2040. Dive deep into the economic strategies and real estate developments that are set to shape the landscape of one of the world&apos;s most dynamic ... Show More
35m 29s