Budget impact: What makes Morgan Stanley's Ridham Desai remain bullish on Indian stocks
- Posted on February 1, 2026
- By Business News Today
- 3 Views
Budget impact: What makes Morgan Stanley's Ridham Desai remain bullish on Indian stocks
Morgan Stanley maintains a bullish stance on Indian equities post-Budget, citing cyclical growth support, structural reforms, capex push, and long-term policy focus on semiconductors, AI, and data centres to sustain earnings and premium valuations.
