Chetan Ahya

A wider tariff imposition by Trump 2.0 would dent the corporate confidence much more than the base case, said Morgan Stanley. Chetan Ahya underscored that the Morgan Stanley's forecast could be at risk if Trump announces across-the-board tariffs.

India among best places in emerging markets, macro economy stable: Chetan Ahya of Morgan Stanley

In terms of the investment opportunity for investors, it is hard to find this kind of nominal GDP growth opportunity around the world, which India offers, Ahya says

India the economic bright spot amid the global gloom? | Chief Economist Morgan Stanley Exclusive

U Federal Reserve holds rates at a 22-year high. But amid the global economic gloom will India emerge as a bright economic spot? And will China be able to re-ignite its growth? To gain insights on this join Moneycontrol’s Mahalakshmi in conversation with Chetan Ahya, Chief Economist at Morgan Stanley for India and South-East Asia

Asia to clock higher growth than the US in FY23, says Chetan Ahya of Morgan Stanley

Ahya said the global slowdown and weak exports were the reasons Morgan Stanley pegged India’s GDP growth at 6.2% for the next year. In FY 2025, it was expecting a 6.5 percent growth

Expects growth to come back with GDP in the range of 7.5-8%: Chetan Ahya

Chetan Ahya of Morgan Stanley expects GDP growth to accelerate to 7.9 percent by December 2017.

Union Budget 2017-18: Corporate tax cuts, higher bank recap eyed, say experts

Chetan Ahya, Co-Head Of Global Economics & Chief Asia Economist, Morgan Stanley expects fiscal deficit target to be kept around 3.3 percent. He also believes an increase in PSU bank recapitalisation to Rs 25,000 crore will lift sentiment.

Why Morgan Stanley thinks a rate cut is unlikely before Oct

Speaking to CNBC-TV18 Chetan Ahya of Morgan Stanley said that Brexit will be a long-drawn affair in Europe. "This could drag on," he said, adding that the impact could be on global trades.

Medicine world teaches how to play stock markets: Ridham Desai

In an exclusive and unplugged conversation with CNBC-TV18‘s Anuj Singhal, Ridham Desai of Morgan Stanley reveals that he is a fitness freak and that his colleague Chetan Ahya and wife pushed him into a fitness regime.

Chetan Ahya on India growth: Two engines firing, two more to go

The Indian economy is at a "definite inflexion point" and will build on its nascent recovery following a multi-year slump, says Chetan Ahya, Chief Asia Economist at Morgan Stanley.

Union Budget 2016-17: Nominal GDP growth to be around 11%, says Chetan Ahya

The fiscal deficit target for FY17 is likely to be 3.7% and the nominal gross domestic product (GDP) growth to be around 11 percent, says Chetan Ahya of Morgan Stanley.

Global woes hurting, not policy; rupee overvalued: Chetan Ahya

The best way for India to counter imported deflation is by ensuring that its rupee is 'fairly valued'. Ahya feels the rupee at the moment is 'over valued'.

RBI Dec rate cut unlikely but Fed may hike: Morgan Stanley

Chetan Ahya, Co-Head-Global Economics & Chief Asia Economist Morgan Stanley, does not expect any change from RBI on Dec 1 but expects Fed to hike in mid-December.

RBI to cut on Sep 29 but it won't be an easy decision: Ahya

The recent volatility in emerging markets as well as weak monsoon, which could spike food prices, may weigh on the central bank's decision, Morgan Stanley economist Chetan Ahya says.

60% chance of rate cut; no valid reason for CRR cut: Ahya

Chetan Ahya, MD, Morgan Stanley believes there is enough liquidity available in the banking system and therefore, there does not seem to be any justification for a CRR cut by the RBI.

RBI may cut interest rates as early as this week: Analysts

According to global financial services firm Morgan Stanley, "The Budget does not have any measures that would disturb the current entrenched disinflation trend".

Union Budget 2015: To see efforts to revive capex in this Budget, says Ahya

In an interview to CNBC-TV18's Latha Venkatesh, Sonia Shenoy & Anuj Singhal, Chetan Ahya of Morgan Stanley gave his take on Arun Jaitley's Union Budget and his outlook on the road ahead.

Expect earnings CAGR of 24% from FY15-17: Morgan Stanley

Ridham Desai, Morgan Stanley says industrials is the best sector to buy on declining short rates. "Financials and consumer Discretionary are other ways to play this theme. We are overweight these three sectors," he adds.

Capex key driver of growth push; RBI rate cut in Feb: MS

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.

RBI may cut rates in Feb, feel Morgan Stanley, YES Bank

Shubhada Rao of YES Bank sees consumer price inflation averaging around 5.8-5.9 percent in 2015. Chetan Ahya of Morgan Stanley expects CPI to drop to 4.5 percent in November

Land acquisition, labour reforms not immediate concern: MS

Chetan Ahya, MD & Chief Economist Asia Pacific at Morgan Stanley believes India will have to address issues related to land acquisition and labour reforms to grow beyond 6.5 percent and hence it is not an immediate concern.

Can yuan's fall push growth in slowing Chinese economy?

A large part of the slowdown in China has been caused because yuan has appreciated steadily at a CAGR of 3.5 percent since 2005 and that has now begun to dent Chinese exports.

Expect GDP around 5% for next two quarters: Chetan Ahya

The non-agri GDP, which is more important from the markets perspective, is likely to be very weak, feels Chetan Ahya.

Will watch for deferred subsidy burden on govt: Chetan Ahya

In interview with CNBC-TV18's Latha Venkatesh, Menaka Doshi & Senthil Chengalvarayan, Chetan Ahya, Chief Asia Economist and Managing Director of Morgan Stanley spoke about the fiscal number and what to expect from finance minister's Interim Budget speech.

Inflation to keep RBI hawkish; see no rate hike: Ahya

The RBI's inflation control measures in an economy beset by sluggish growth has left the capex cycle on a standstill.

RBI's tightening measures can pull GDP to sub 5%: Experts

According to foreign brokerage Bank of America – Merrill Lynch (BofA-ML) prolonging the recent liquidity tightening moves by the Reserve Bank may have an adverse impact on GDP growth which could slip to a low of 4.8 percent.