India Outperforms with High Growth and L...

With AI startups scaling at record speed, our analysts Sabrina Hao, Adam Wood and Brian Nowak share takeaways from Morgan Stanley's Spark Conference on AI returns, competitive moats and implications for public markets. Read more insights from Morgan Stanley.----- Transcript ----- ... Show More

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

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

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

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>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

<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

<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

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

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