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India’s economic boom feels like 2003-07: Morgan Stanley

by AIP Online Bureau | Mar 17, 2024 | Data, Eco/Invest/Demography, Policy

The current cycle is driven by investment outperforming consumption, public capex leading initially but private capex rapidly catching up, the urban consumer leading consumption followed by catch-up in rural demand, market share in global exports rising and macro...

Morgan Stanley moves 200 technologists out of China on data law – Bloomberg News

by AIP Online Bureau | Jul 19, 2023 | Eco/Invest/Demography, International News, Policy, Risk Management, Technology

The U.S. views the new counterespionage law as a potentially harmful to U.S. firms Morgan Stanley is shifting more than 200 technology developers out of China after the country tightened access to cache of data stored onshore, Bloomberg News reported on Tuesday,...

India transformed in less than a decade:Morgan Stanley

by AIP Online Bureau | May 31, 2023 | Eco/Invest/Demography, Indian News, Policy, Regulation

The report highlighted the 10 big changes, including supply-side policy reforms, formalisation of the economy, Direct Benefit Transfer, Insolvency and Bankruptcy Code, focus on FDI and flexible inflation targeting. These changes are because of India’s policy...
Indian retail equity investment can continue for the next couple of decades: Morgan Stanley

Indian retail equity investment can continue for the next couple of decades: Morgan Stanley

by AIP Online Bureau | Jul 28, 2022 | Eco/Invest/Demography, Indian News, Wealth Management/ Philanthropy

Ridham Desai, managing director, Morgan Stanley India Company Despite a record rise in trading by retail investors over the past eight years, Indian households remain “dramatically” underweight in the asset class, with stocks comprising only 5%-6% share of their...

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