Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after underperforming other emerging markets in 2025.
Read more insights from Morgan Stanley.
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Welcome to Thoughts on the Market. I’m Ridham Desai, Morgan Stanley’s Head of India Resea ... Show More
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Why Les Nanberg expects a recession before this year ends
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59m 38s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
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Ukraine, the Fed, and market breadth
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11m 8s
Sep 2025
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Sep 2025
Equities rebound and gold reaches another all-time high
Markets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. I ... Show More
10m 17s
Jan 2025
Guess Who's Back?
<p>In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, CPI data, the stock and bond markets, tariffs, the debt ceiling, a ... Show More
21m 25s