कोशिश गोल्ड - मुक्त
Scope for re-rating in Indian equities: Morgan Stanley
Business Standard
|February 07, 2026
Domestic equities are entering a rare sweet spot where weak past returns, inexpensive valuations, strong policy support and subdued foreign investor positioning are aligning to create the conditions for a sustained market re-rating, according to a report by Morgan Stanley.
In the note, Ridham Desai, managing director (MD) and chief India equity strategist, has argued that India’s trailing 12-month equity performance is the worst on record, while relative valuations are approaching historical troughs — setting up what it describes as a potential ‘pain trade’ for under-positioned foreign portfolio investors (FPIs).
यह कहानी Business Standard के February 07, 2026 संस्करण से ली गई है।
हजारों चुनिंदा प्रीमियम कहानियों और 10,000 से अधिक पत्रिकाओं और समाचार पत्रों तक पहुंचने के लिए मैगज़्टर गोल्ड की सदस्यता लें।
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