Jan 24, 2015 at 16:37 | Source: CNBC-TV18
To discuss the impact of the ECB QE on the economy and on the markets, CNBC-TV18s Latha Venkatesh spoke with Manoj Pradhan, Global Emerging Markets Economist at Morgan Stanley and Ankit Gheedia, Equity Derivative Strategist at BNP Paribas.
Jan 22, 2015 at 13:56 | Source: Moneycontrol.com
In its report titled Indian Financials--Staying Maximum Bullish, Morgan Stanley says the banks will cut deposit rates by 100 bps over the next 12 months since real deposit rates are unlikley to stay above 150 bps. Indian private lenders are all set to see a growth.
Jan 20, 2015 at 14:08 | Source: Moneycontrol.com
The working-age population in China, Hong Kong, Korea, Singapore, Taiwan and Thailand is expected to show almost no growth in 2015 and will start to decline from 2016 onwards
Jan 09, 2015 at 09:31 | Source: Moneycontrol.com
Morgan Stanley is less positive on earnings of public sector banks, as it expects muted core operating profit growth because of tepid loan demand
Jan 07, 2015 at 21:09 | Source: PTI
The deal, if it happens, would also be the biggest ever M&A transaction in the Indian mutual fund industry, which has over 45 players together managing Rs 11 lakh crore. There have been a few M&A deals, but mostly involving smaller players.
Jan 07, 2015 at 09:10 | Source: Moneycontrol.com
High beta stocks did well in December, indicating that the market may be slowing getting convinced about a turnaround in the economy, Morgan Stanley said in a note to clients
Jan 05, 2015 at 09:47 | Source: Moneycontrol.com
Morgan Stanley expects volatility in the current quarter which is likely news heavy with global developments around oil, US yields, Fed policy, global growth data, and domestic news flow
Jan 04, 2015 at 14:33 | Source: PTI
The government's reforms agenda is on track and the economy is on its way to transition to 6.5 per cent growth and 6 per cent inflation levels, says a Morgan Stanley report.
Jan 01, 2015 at 10:51 | Source: Moneycontrol.com
For PSU banks to do well, there has to be a sharp improvement in economic growth leading to big NPL(non-performing loan) recoveries, says Morgan Stanley
Dec 31, 2014 at 10:37 | Source: CNBC-TV18
Chetan Ahya, chief Asia economist, managing director, Morgan Stanley says recovery in capex is still weak as of now, but is bottoming out, while adding that capex will be the key driver of growth recovery for India.