This Is Still India’s Decade

This Is Still India’s Decade

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Could the U.S. Target a Weaker Dollar?

Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and the outlook for other global currencies.Read more insights from Morgan Stanley.----- Transcript -----James Lord: Welcome to Thought ...  Show more

The Political Cost of the AI Buildout

More Americans are blaming the AI infrastructure expansion for rising electricity bills. Our Head of Public Policy Research Ariana Salvatore explains how the topic may influence policy announcements ahead of the midterm elections.Read more insights from Morgan Stanley.----- Trans ...  Show more

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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

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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 ...

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India's Government unveil budget plans
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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

Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
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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