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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).
Dit verhaal komt uit de February 07, 2026-editie van Business Standard.
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