Morgan Stanley
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Nvidia, Broadcom Shielded From US Power Crunch; Memory Makers Exposed: Morgan Stanley
Morgan Stanley expects power shortages to affect parts of the AI chip ecosystem unevenly, with memory, optical, power-management and analog suppliers facing greater inventory risks if data-centre deployments are delayed or customer orders are pushed back.
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IIP Growth At 8% In August: Morgan Stanley Sees Industrial Activity Rebound, Private Capex To Pick Up
Within manufacturing, 18 of 23 industry groups recorded positive growth, led by electrical equipment, motor vehicles, trailers and other transport equipment, according to Morgan Stanley's assessment of the August IIP data.
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Morgan Stanley Accidentally Shares Asia Deal Pipeline In Client Email
The incident nonetheless exposes the sensitivity of banks' internal transaction pipelines, which can contain information about potential capital-market and corporate transactions before they are formally announced.
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AI Chip Rally May Have Peaked: Morgan Stanley Takes Bearish Turn Amid Wild Swings At Wall Street
Morgan Stanley strategists say momentum in semiconductor stocks is fading after an extreme run-up, urging investors to rotate into hyperscalers like Microsoft, Amazon and Meta as the AI trade's next leg.
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China's Humanoid Robot Market Could Reach $15 Billion By 2030: Morgan Stanley
The bank estimates that China's humanoid robot market will be worth around $2 billion this year.
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Indian Equities To Bounce Back; Says Morgan Stanley's Ridham Desai; Spots 4 Winning Sectors
In the latest MS India Strategy Report, Ridham Desai stated that D-Street is poised to reverse its recent trailing underperformance against global peers.
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'India Isn't The Problem': Morgan Stanley Pegs 15% EPS Target, Flags FIIs Chasing North Asian AI Boom
Morgan Stanley's Jonathan Garner said the shift is less about structural flaws in the Indian economy and more about the explosive, AI-driven earnings growth pulling foreign capital into North Asian markets.
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Capex Is King: Morgan Stanley Bets On Defence, Large-Caps; But Crude Oil Is India's Achilles' Heel
Morgan Stanley's Garner highlighted the vulnerabilities of South Asian economies to global oil prices and shared the top sectoral bets for investors.
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Digital Sovereignty: India's Data Center Capacity Set to Explode Six-Fold by 2031
AI demand, localisation norms and policy incentives to drive a multi-year capex boom, positioning India as a global data hub
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AI Won't Steal Jobs, But You'll Need Training For Roles That Don't Exist Yet: Morgan Stanley Report
Morgan Stanley's report states AI will transform jobs by shifting roles, requiring reskilling, and creating new positions instead of mass unemployment.
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Morgan Stanley Looks To Expand In Asia As Markets Deregulate
Morgan Stanley is pushing deeper into Asia as buoyant markets, a reviving Hong Kong IPO pipeline and rising trading volumes propelled the bank to a second consecutive record year in the region.
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Meesho Gets Equal-Weight Rating From Morgan Stanley; Check Potential Upside, Target Price And More
Morgan Stanley initiates coverage on Meesho with an Equal-Weight rating and a target price of Rs 169, citing balanced risk and reward as it scales in India's value e-commerce sector.
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Mindspace Tops Morgan Stanley’s REIT Picks as India's Office Market Enters Sweet Spot
Mindspace emerged as the top pick due to its low leverage, strong sponsor-led acquisition pipeline, data centre exposure, and high mark-to-market rental upside.
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Morgan Stanley Is Underweight On L&T Finance Despite A Target Hike — Check Bull, Bear, Base Case
A key concern is the slowing microfinance (MFI) credit cycle, which the brokerage believes will cap overall retail loan growth.
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Morgan Stanley Eclipses Goldman as Top Asia Equity Deal Arranger
Morgan Stanley’s strong showing comes despite missing out on Asia’s two biggest deals earlier in the year and ending the first half with Goldman in the lead.
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Nvidia, Broadcom Shielded From US Power Crunch; Memory Makers Exposed: Morgan Stanley
Morgan Stanley expects power shortages to affect parts of the AI chip ecosystem unevenly, with memory, optical, power-management and analog suppliers facing greater inventory risks if data-centre deployments are delayed or customer orders are pushed back.
-
IIP Growth At 8% In August: Morgan Stanley Sees Industrial Activity Rebound, Private Capex To Pick Up
Within manufacturing, 18 of 23 industry groups recorded positive growth, led by electrical equipment, motor vehicles, trailers and other transport equipment, according to Morgan Stanley's assessment of the August IIP data.
-
Morgan Stanley Accidentally Shares Asia Deal Pipeline In Client Email
The incident nonetheless exposes the sensitivity of banks' internal transaction pipelines, which can contain information about potential capital-market and corporate transactions before they are formally announced.
-
AI Chip Rally May Have Peaked: Morgan Stanley Takes Bearish Turn Amid Wild Swings At Wall Street
Morgan Stanley strategists say momentum in semiconductor stocks is fading after an extreme run-up, urging investors to rotate into hyperscalers like Microsoft, Amazon and Meta as the AI trade's next leg.
-
China's Humanoid Robot Market Could Reach $15 Billion By 2030: Morgan Stanley
The bank estimates that China's humanoid robot market will be worth around $2 billion this year.
-
Indian Equities To Bounce Back; Says Morgan Stanley's Ridham Desai; Spots 4 Winning Sectors
In the latest MS India Strategy Report, Ridham Desai stated that D-Street is poised to reverse its recent trailing underperformance against global peers.
-
'India Isn't The Problem': Morgan Stanley Pegs 15% EPS Target, Flags FIIs Chasing North Asian AI Boom
Morgan Stanley's Jonathan Garner said the shift is less about structural flaws in the Indian economy and more about the explosive, AI-driven earnings growth pulling foreign capital into North Asian markets.
-
Capex Is King: Morgan Stanley Bets On Defence, Large-Caps; But Crude Oil Is India's Achilles' Heel
Morgan Stanley's Garner highlighted the vulnerabilities of South Asian economies to global oil prices and shared the top sectoral bets for investors.
-
Digital Sovereignty: India's Data Center Capacity Set to Explode Six-Fold by 2031
AI demand, localisation norms and policy incentives to drive a multi-year capex boom, positioning India as a global data hub
-
AI Won't Steal Jobs, But You'll Need Training For Roles That Don't Exist Yet: Morgan Stanley Report
Morgan Stanley's report states AI will transform jobs by shifting roles, requiring reskilling, and creating new positions instead of mass unemployment.
-
Morgan Stanley Looks To Expand In Asia As Markets Deregulate
Morgan Stanley is pushing deeper into Asia as buoyant markets, a reviving Hong Kong IPO pipeline and rising trading volumes propelled the bank to a second consecutive record year in the region.
-
Meesho Gets Equal-Weight Rating From Morgan Stanley; Check Potential Upside, Target Price And More
Morgan Stanley initiates coverage on Meesho with an Equal-Weight rating and a target price of Rs 169, citing balanced risk and reward as it scales in India's value e-commerce sector.
-
Mindspace Tops Morgan Stanley’s REIT Picks as India's Office Market Enters Sweet Spot
Mindspace emerged as the top pick due to its low leverage, strong sponsor-led acquisition pipeline, data centre exposure, and high mark-to-market rental upside.
-
Morgan Stanley Is Underweight On L&T Finance Despite A Target Hike — Check Bull, Bear, Base Case
A key concern is the slowing microfinance (MFI) credit cycle, which the brokerage believes will cap overall retail loan growth.
-
Morgan Stanley Eclipses Goldman as Top Asia Equity Deal Arranger
Morgan Stanley’s strong showing comes despite missing out on Asia’s two biggest deals earlier in the year and ending the first half with Goldman in the lead.
