India’s Resurgence Should Weather Trade ...

Higher rates can take time to filter through the economy, making their full impact difficult to judge. Arunima Sinha from our U.S. and Global Economics teams considers where the pressure may emerge next and how policymakers could navigate the competing risks.Read more insights fr ... Show More

Our ABS Strategist Carolyn Campbell explains how rising borrowing costs are slowing the AI data center boom and what could drive a rebound in financing.Read more insights from Morgan Stanley.----- Transcript ----- Carolyn Campbell: Welcome to Thoughts on the Market. I'm Carolyn C ... Show More

Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitics could help unlock a new era of growth across Latin America.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Though ... Show More

Dr. Ajay Chhibber joins the Essential Podcast to talk about India's path to becoming an upper middle income country, the necessary reforms that will unleash the country's potential, and the challenges that yet hold it back. 

<p>India is the world’s most populous nation, and since the 1990s it has maintained almost Chinese levels of rapid economic growth. Prime Minister Narendra Modi aims to make India a high income country and, by implication, an economic superpower by 2047. But is that achievable? T ... Show More

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equitie ... Show More

India’s digital transformation is driving a surge in tech IPOs that is reshaping its markets and economy. Goldman Sachs Research’s Tim Moe, Sunil Koul and Santanu Sengupta explain the drivers that are powering economic growth and markets, fueling IPOs and creating emerging invest ... Show More

<p>In today’s episode for 4th December 2023, we break down some aspects of India’s amazing economic growth for <a href="https://mospi.gov.in/sites/default/files/press_release/NAD_PR_Q2_30112023.pdf" rel="noopener">July to September 2023</a></p> <p> Talk to Ditto - https://bit.ly/ ... Show More

<p>Indian equities are soaring right now. The country’s benchmark Nifty 50 index has doubled in just five years, beating out the pace of Japan, China and even the US. And it’s all being driven by millions of domestic investors&nbsp;who are piling into the market for the first tim ... Show More

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail roun ... Show More