Morgan Stanley Investment Management

Small, mid-sized emerging markets are ignored, would put money there: Ruchir Sharma

Sharma said he would prefer putting much more capital in neglected countries, calling them "the anti-bubbles in the EM trade”

This is how the Fed could surprise markets Wednesday

Strategists say while the Fed is not expected to raise interest rates, it could talk the talk of a confident-sounding central bank, set on hiking rates three times, as it has forecast for this year. That could be negative for bonds, and interest rates could rise as a result since many expect just two hikes.

'India to see gradual growth, RBI to be on easing path'

According to Morgan Stanley Investment Management, emerging market growth outlook is likely to remain subdued on aggregate, but countries are expected do see "diverging" paths.

Fed leaves rates unchanged; RBS sees March 2016 hike

In the face of jittery financial markets and a global slowdown, the Fed blinked and held its key federal funds rate unchanged.

China lived on extreme bubble seen in 30 yrs: Ruchir Sharma

It is the most extreme bubble the market has seen in the last 20-30 years since there was no fundamental basis for this massive rally given the weak state of the Chinese economy, says Ruchir Sharma, head of emerging markets and global macro, Morgan Stanley Investment Management

Fed moves closer to policy change in week ahead

The Fed holds its June meeting on Tuesday and Wednesday and is not expected to take action when it releases its statement Wednesday afternoon.

Focus more on reforms than stimulus, says Ruchir Sharma

According to Ruchir Sharma, Morgan Stanley Investment Management it is important to focus more on reforms than just giving stimulus.

Ruchir Sharma analyses India's centre-states equation

India's recent economic failures are the result of the breakdown in accountability at the Centre, says Ruchir Sharma. But mass-based leaders in states are faring much better

Eyes on 100-bps cut in CY13; fin, auto dull: Morgan Stanley

Sridhar Sivaram, MD, Morgan Stanley Investment Management explains on CNBC-TV18 that the 25-bps rate-cut by RBI was a welcome move and that the market expects 75-100 bps in repo cuts for rest of the current year of 2013.

Asia to Europe: Bite the bullet & implement reforms

Europe should be "realistic," devalue its currency and bear the pain of reforms so that it can emerge from the debt crisis stronger like Asia did in 1997, said Bank of Thailand`s Governor Prasarn Trairatvorakul.

Sun to set on commodities super-cycle: Morgan Stanley

The massive commodities boom of the past decade is at its tail end given the slowdown in one of the largest consumers, China, says Ruchir Sharma, Head of Emerging Markets at Morgan Stanley Investment Management.

Cautious on the IT sector: Morgan Stanley Investment Mgmt

Morgan Stanley Investment Management is a bit cautious on the IT sector. "We are currently underweight the IT sector. If you see the result of the last quarter, of all the large majors, it wasn’t very encouraging, 1-3% of growth. Guidance for the current quarter is also not very encouraging," says the managing director Sridhar Sivaram.