India’s Resurgence Should Weather Trade Tensi...

Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be more than a cyclical shift.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on th ...  Show more

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.Read more insights from Morgan Stanley.----- Transcr ...  Show more

India is the world’s most populous nation, and since the 1990s it has maintained almost Chinese levels of rapid economic growth. Prime Minister Narendra Modi aims to make India a high income country and, by implication, an economic superpower by 2047. But is that achievable? T ...

India has been experiencing a rapid transformation over the past decade. The government has made massive investments in physical and digital public infrastructure, and its share of affluent consumers has grown considerably. It’s also young – over half of India’s 1.4 billion peopl ...  Show more

What happens when economic friction between two global partners sparks deeper strategic questions? In this episode of The Morning Brief, host Anirban Chowdhury talks to Agneshwar Sen, trade policy leader, EY India, to unpack the implications of recent US tariff on India and threa ...  Show more

Indian equities are soaring right now. The country’s benchmark Nifty 50 index has doubled in just five years, beating out the pace of Japan, China and even the US. And it’s all being driven by millions of domestic investors who are piling into the market for the first tim ...