logo
episode-header-image
Jun 2025
4m 12s

India Outperforms with High Growth and L...

MORGAN STANLEY
About this episode
Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia. 
Up next
Yesterday
What Could Shake Up Markets in September?
Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head of Fixed Income Research Andrew Sheets outlines what could drive the next bout of volatility.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welco ... Show More
3m 30s
Sep 3
Why Oil Prices Could Rise to $100 Again
Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and what that would mean for fuel costs and energy markets.Read more insights from Morgan Stanley.----- Transcript -----Martijn Rats: Welcome to ... Show More
5m 30s
Sep 2
3 Policy Catalysts to Watch This Fall
Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on ... Show More
10m 26s
Recommended Episodes
Aug 2024
India Is The Most Promising Emerging Market | Angus Shillington
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
1h 16m
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
Dec 2021
What India’s Digital Transformation Means for Markets, Investors and Economic Growth
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
22m 15s
Apr 2024
Equities buoyed by strong corporate and economic data
<p>While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate ea ... Show More
11m 58s
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular,&nbsp;U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s
Aug 2024
Is there a bubble waiting to burst in India?
<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
20m 58s
Apr 2023
The case for international equities
Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and A ... Show More
18m 38s
Dec 2020
Wells Fargo's Wren is optimistic the market can deliver 10 percent in '21
Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, says we are 'in the early part of a new cycle' that is going to include a pretty good bounce in economic growth next year and that should lead to reasonably good returns even as the economy and s ... Show More
59m 2s