This Is Still India’s Decade

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Show more

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ...  Show more

We visit India, a country of one and a quarter billion people, predicted to overtake China, the world's second largest economy, and the only other country with over a billion people.But China and India have two fundamentally different economies. China's meteoric rise was driven b ...  Show more

Indian prime minister Narendra Modi looks set to secure a third term in office with a narrower-than-expected parliamentary majority. We are live in New Delhi as the vote count continues. On Wall Street the Dow falls 100 points on the first trading day of June as U.S. manufactu ...

The Indian government say growth predictions for the next year are below targets, as it looks to focus on growing its manufacturing base, and aiding the least well off. We hear from business owners and economists about the situation in the country with a year to go until the Gene ...  Show more

Andrei Stetsenko, partner at Farley Capital, joins Forward Guidance to share insights from his experience investing in India. Stetsenko, who works with Jack’s father, argues that India’s economy is being turbocharged by exceptionally favorable demographics, accelerating urbanizat ...  Show more