Two Sharp with ET: Moody’s backs India amid tariff storm | Morgan Stanley sees sensex at 1 lakh

In today’s top stories—Moody’s Ratings says India is better placed than other emerging markets to withstand the global tariff shock. With strong domestic growth, low export dependence, and ample liquidity, India is seen as a resilient performer—even as the forecast is trimmed to 6.3%.Morgan Stanley has raised its Sensex base case to 89,000 and says there's a 30% chance it hits 1 lakh in 12 months. The bull case banks on reforms, low oil prices, and earnings growth.We also wrap up the markets where Sensex and Nifty closed higher, led by financials, pharma, and real estate stocks.