’India is arguably at the start of a long wave boom,’ says Morgan Stanley
1 year, 4 months ago

’India is arguably at the start of a long wave boom,’ says Morgan Stanley

Live Mint  

Global brokerage Morgan Stanley has upgraded India to overweight rating. The brokerage in its report said that India has advanced from sixth to first place in its process, with relative valuations less severe than in October, and as foreign direct investment and portfolio flows are being supported by multipolar world trends, India is adding a reform and macro-stability agenda that supports a positive outlook for capital expenditure and profits. "We see a secular trend toward sustained superior USD EPS growth versus emerging market over the cycle, with a young demographic profile supporting equity inflows," said the brokerage in its report. India is arguably at the start of a long wave boom at the same time that China may be concluding one, with a GDP per capita of just US$2.5k and favourable demographic trends. In contrast to China's abrupt decline, India's manufacturing and services PMIs have steadily increased since COVID restrictions were lifted.

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History of this topic

Expert view: India’s growth story remains strong; Trump’s policies may boost China+1 strategy, says Mandal of Marcellus
1 week, 1 day ago

Expert view: India’s growth story remains strong; Trump’s policies may boost China+1 strategy, says Mandal of Marcellus

Live Mint  

Expert view: Arindam Mandal, the head of global equities at Marcellus, remains confident about India’s long-term structural growth story. In an interview with Mint, Mandal shares his views on the Indian stock market, the US Fed's rate reduction cycle and explains what key factors Indian investors should consider before investing in developed market equities. While Trump’s trade policies are aimed …

India's economy ends 2024 with solid momentum as business growth hits 4-month high, PMI shows
1 week, 1 day ago

India's economy ends 2024 with solid momentum as business growth hits 4-month high, PMI shows

The Hindu  

India's private sector output grew at the fastest pace in four months, preliminary readings from a survey showed, helping the economy end 2024 on a positive note underpinned by sturdier demand in services and manufacturing and record jobs growth. Asia's third-largest economy grew a softer 5.4% last quarter, but easing inflation is expected to spur demand among private sector firms, …

Morgan Stanley sees Sensex at 93,000 by 2025 end, remains bullish on India’s long-term growth
2 weeks, 1 day ago

Morgan Stanley sees Sensex at 93,000 by 2025 end, remains bullish on India’s long-term growth

Live Mint  

As the calendar turns to 2025, India's equity market continues to maintain a positive trajectory, buoyed by strong fundamentals and a degree of insulation from global economic turbulence. Despite a 6 per cent correction in Indian benchmarks the Sensex and Nifty from recent highs, triggered by substantial foreign institutional investor sell-offs in October, Morgan Stanley remains optimistic about the country’s …

China+1 plan: India’s limited gain
2 weeks, 5 days ago

China+1 plan: India’s limited gain

New Indian Express  

NEW DELHI: Government think tank Niti Aayog has admitted that ‘India has seen limited success so far in capturing the China Plus One strategy. It attributes factors like cheaper labour, simplified tax laws, lower tariffs and pro-activeness in signing free trade agreements have played a key role in helping these countries expand their share of exports. The US has raised …

India has seen limited success so far in capturing China Plus One strategy: NITI Aayog Report
2 weeks, 6 days ago

India has seen limited success so far in capturing China Plus One strategy: NITI Aayog Report

Live Mint  

New Delhi, December 4 : India has had limited success in capitalizing on the opportunities presented by the China Plus One strategy, according to a report by NITI Aayog. While the global trade landscape in 2024 has been significantly influenced by geopolitical developments, the NITI Aayog report noted that India has faced challenges in emerging as a preferred alternative to …

Under Trump, India can find a way to become manufacturing powerhouse: Fareed Zakaria
1 month ago

Under Trump, India can find a way to become manufacturing powerhouse: Fareed Zakaria

India Today  

Veteran journalist and geopolitical expert Fareed Zakaria offered a comprehensive analysis of Donald Trump’s second term as US President, highlighting its global implications, particularly for India. US policy toward India for the last 25 years has been remarkably consistent and upward moving, and so I think what you're likely to see with India is the continuation of that upward moving …

India to contribute 20 pc of global workforce growth between 2023-2050, China share to decline: Report
1 month ago

India to contribute 20 pc of global workforce growth between 2023-2050, China share to decline: Report

Live Mint  

New Delhi, : India is set to play a pivotal role in global workforce growth, contributing 20 per cent of it between 2023 and 2050, according to a report by Angel One Wealth. It said "By 2030 high-income households are expected to triple, while middle-income households will nearly double making India the fastest-growing nation in terms of per capita income". …

India to contribute 20 pc of global workforce growth between 2023-50, China share to decline: Report
1 month ago

India to contribute 20 pc of global workforce growth between 2023-50, China share to decline: Report

New Indian Express  

NEW DELHI: India is set to play a pivotal role in global workforce growth, contributing 20 per cent of it between 2023 and 2050, according to a report by Angel One Wealth. It said, "By 2030 high-income households are expected to triple, while middle-income households will nearly double making India the fastest-growing nation in terms of per capita income". The …

India in economic sweet spot amid global headwinds: Moody’s
1 month, 1 week ago

India in economic sweet spot amid global headwinds: Moody’s

Live Mint  

New Delhi: India’s economy is in a sweet spot, growing at 7.2% in 2024 with inflation moderating despite a temporary spurt, Moody’s Investors Service India Pvt. According to Moody’s global macro outlook for 2025-26, India’s economy is growing robustly and has the potential to sustain high growth rates as strong private sector financial health reinforces a virtuous economic cycle. Despite …

India third most improving market in business climate, says IU
1 month, 1 week ago

India third most improving market in business climate, says IU

Live Mint  

New Delhi: India is the third most improving country when it comes to the business environment, marked by strides in foreign direct investment policy, foreign trade, exchange controls and the tax regime, The Economist Intelligence Unit said in its 2024 rankings. The research and analysis division of the Economist Group said in its latest ranking of countries by their business …

India has much to do to woo Chinese firms: China Daily editorial
4 months, 3 weeks ago

India has much to do to woo Chinese firms: China Daily editorial

China Daily  

Although the latest call from some Indian finance and industry officials to ease governmental restrictions on Chinese investment in India is a welcome sign, those Indian policymakers still hesitant to adopt that suggestion, citing an overreliance on China, need to know that even if New Delhi reopens its door to Chinese companies, India might not be able to recover the …

Bonds, Indian bonds: Are they outshining those in other emerging markets?
5 months, 3 weeks ago

Bonds, Indian bonds: Are they outshining those in other emerging markets?

Firstpost  

Compared to most of these countries, India’s bond market is an outperformer, whether it be in terms of size, stability, potential for investment, or yields. File image India’s inclusion in the JP Morgan Government Bond Index-Emerging Markets, effective Friday is being hailed as a major milestone. Bond market size With indexed bonds amounting to over $400 billion in outstanding value, …

IMF says India's GDP growth to moderate to 7% in 2024 and 6.5% in 2025
6 months ago

IMF says India's GDP growth to moderate to 7% in 2024 and 6.5% in 2025

Times of India  

NEW DELHI: The International Monetary Fund has forecast that India's GDP is likely to grow to moderate from 8.2% in 2023 to 7% in 2024 and 6.5% in 2025. "In India, the outlook is for GDP growth to moderate from 8.2% in 2023 to 7% in 2024 and 6.5% in 2025, because pent-up demand accumulated during the pandemic has been …

India to remain fastest growing Asia-Pacific economy in 2024, predicts Moody's
6 months, 1 week ago

India to remain fastest growing Asia-Pacific economy in 2024, predicts Moody's

India TV News  

Moody's latest Ratings revealed that India is poised to maintain its position as the Asia-Pacific region's top-performing economy in 2024, continuing the robust growth driven by domestic factors seen last year. India to remain fastest growing economy: World Bank Earlier this week, a Work Bank report stated that India will remain the fastest-growing major economy recording a steady growth of …

Indian economy projected to grow 6.5% in 2024: UNCTAD
8 months ago

Indian economy projected to grow 6.5% in 2024: UNCTAD

The Hindu  

India’s economy is projected to grow by 6.5% in 2024, according to a report by the UN which noted that multinationals extending their manufacturing processes into the country to diversify their supply chains will have a positive impact on Indian exports. “The expansion in 2023 was driven by strong public investment outlays as well as the vitality of the services …

India's GDP to grow 6.1% in 2024: Moody's Analytics
8 months, 1 week ago

India's GDP to grow 6.1% in 2024: Moody's Analytics

The Hindu  

Moody's Analytics on April 12 projected India's economy to expand 6.1% in 2024, lower than 7.7% growth clocked in 2023. We expect India’s GDP to grow 6.1% in 2024 after 7.7% last year," Moody's Analytics said. Moody's Analytics said looking at the GDP relative to its trajectory prior to the pandemic shows that India and Southeast Asia have seen some …

India can’t achieve China’s past 8-10% growth, Morgan Stanley says
9 months ago

India can’t achieve China’s past 8-10% growth, Morgan Stanley says

Hindustan Times  

India is not likely to achieve 8%-10% economic growth rates that China had over the long term, Morgan Stanley’s chief Asia economist said. Chetan Ahya told Bloomberg that India’s economy will likely grow steadily at 6.5%-7% over the long term but it is not going to replace China as a global manufacturing hub. A screen displays the trading information for …

In A World Starved Of Growth, India Is An Outlier, Will Become Third-Largest Economy In 5 Years: Amitabh Kant
9 months, 3 weeks ago

In A World Starved Of Growth, India Is An Outlier, Will Become Third-Largest Economy In 5 Years: Amitabh Kant

ABP News  

India is set to become the third-largest economy and stock market in the world in the next five years, G20 Sherpa and former NITI Aayog chairman Amitabh Kant said at the India Dialog conference, organised by the Stanford University US-Asia Technology Management Center, in partnership with the Institute for Competitiveness. Sharing his inputs on the country’s growth, Kant stated: “In …

How India's economy under PM Modi offers 'real alternative' to China?
9 months, 3 weeks ago

How India's economy under PM Modi offers 'real alternative' to China?

India TV News  

New Delhi: While China is reeling under an economic slump bogged down by a property crisis, high youth unemployment and massive local government debt, India's stock market is hitting record highs as the value of companies surpassed $4 trillion in 2023, with strong FDI inflow and investments expected in the future, leading many experts to believe that New Delhi offers …

Wall Street snubs China for India in a historic markets shift
10 months, 2 weeks ago

Wall Street snubs China for India in a historic markets shift

Live Mint  

A momentous shift is under way in global markets as investors pull billions of dollars from China’s sputtering economy, two decades after betting on the country as the world’s biggest growth story. “People are interested in India for several reasons — one is simply it’s not China,” said Vikas Pershad, Asian equities portfolio manager at M&G Investments in Singapore. “There’s …

Why India Isn’t the New China
11 months ago

Why India Isn’t the New China

Live Mint  

China’s economy is struggling, but another Asian giant, neighboring India, is suddenly squarely on investors’ and manufacturers’ radar. India’s age-dependency ratio—a measure of the burden of child and elderly care on households—has fallen to 47 in 2022 from 82 in 1967, according to the World Bank. Only a third of India’s female working-age population was in the labor force in …

Riding high on the growth momentum
11 months, 1 week ago

Riding high on the growth momentum

Hindustan Times  

The Indian economy’s growth continues to surprise: The recently released advance estimate of Gross Domestic Product by the National Statistical Office showed that the economy will grow 7.3% in the current fiscal year 2023-24, slightly higher than last year’s 7.2% increase. India’s growth rate has kept a 7% handle for the last two years, but the world’s GDP growth has …

India registered strong investment performance in 2023; headwinds in China from struggling property sector: UN
11 months, 2 weeks ago

India registered strong investment performance in 2023; headwinds in China from struggling property sector: UN

The Hindu  

India registered strong investment performance in 2023, driven by government infrastructure projects and multinational investments, the United Nations has said while noting that investment prospects in China face "headwinds" from a struggling property sector. “Investment prospects in China face headwinds from a struggling property sector, though government-led infrastructure investments are partially offsetting the shortfall in private investments. In contrast, India …

India to surpass Japan to become second largest economy in Asia by 2030, says S&P Global
1 year, 2 months ago

India to surpass Japan to become second largest economy in Asia by 2030, says S&P Global

India TV News  

Indian economy: India, the world's fifth largest economy in the world, is likely to overtake Japan to become the world's third-largest economy with a GDP of USD 7.3 trillion by 2030, S&P Global Market Intelligence said in its latest issue of PMI. The acceleration of foreign direct investment inflows into India over the past decade reflects the favourable long-term growth …

Morgan Stanley upgrades India to ’standout overweight’ market
1 year, 2 months ago

Morgan Stanley upgrades India to ’standout overweight’ market

Live Mint  

The Wall Street major Morgan Stanley on 20 October upgraded India to "standout overweight", citing the relative economic and earnings growth is improving and the macro-stability setup looks sufficient to withstand the higher real rate environment., reported news agency PTI. Apart from this, Morgan Stanley said that the 'dream' run of domestic flows continues and multipolar world dynamics are driving …

India’s share of global growth to rise to 18% in 5 years: IMF official
1 year, 2 months ago

India’s share of global growth to rise to 18% in 5 years: IMF official

The Hindu  

India’s contribution to global economic growth will rise by 2 percentage points in 5 years as the Indian economy is projected to grow faster in the coming years, a senior International Monetary Fund official said on Thursday. “Currently China and India’s contribution to global growth is 50%,” said Krishna Srinivasan, Director, IMF Asia & Pacific Department. Observing that the Asia …

Sprinting when world is limping
1 year, 2 months ago

Sprinting when world is limping

Hindustan Times  

With a 6.3% growth in 2023-24 and 2024-25, India will continue to be the fastest growing major economy in the world, the International Monetary Fund said in its World Economic Outlook on October 10. Unless the situation in West Asia really flares up after Hamas’s attack on Israel and energy prices increase significantly, inflation is unlikely to be a major …

Time to invest in India: Global brokerage Nomura upgrades India to overweight zone
1 year, 2 months ago

Time to invest in India: Global brokerage Nomura upgrades India to overweight zone

Firstpost  

Nomura has suggested a mix of stocks with reasonable relative valuations and domestic growth areas including ICICI Bank, Axis Bank, L&T, Reliance, ITC and MedPlus Health India’s ratings have been upgraded again to ‘overweight’ from ’neutral’, this time by financial major Nomura Group of Japan. Nomura on upgrading India’s rating “The structural story of India is now well known as …

Hailing ‘China Plus One’ Strategy, Foreign Brokerages Show Confidence in India’s Economic Resilience
1 year, 2 months ago

Hailing ‘China Plus One’ Strategy, Foreign Brokerages Show Confidence in India’s Economic Resilience

News 18  

The ‘China plus one’ strategy is being recognised as one of India’s major economic strengths, with brokerage Nomura becoming the latest in a number of global analysts acknowledging the country’s growing economic heft. ‘China plus one’ refers to the decision of several economies, including the USA, to look for markets outside of China for sourcing critical raw materials and for …

Riding the growth wind
1 year, 3 months ago

Riding the growth wind

Hindustan Times  

“If the animal spirits are dimmed and the spontaneous optimism falters, leaving us to depend on nothing but a mathematical expectation, enterprise will fade and die; though fears of loss may have a basis no more reasonable than hopes of profit had before,” John Maynard Keynes, wrote in his cult classic The General Theory of Employment, Interest and Money. It …

DC Edit | Will festivals, elections lead to India's dream growth run?
1 year, 3 months ago

DC Edit | Will festivals, elections lead to India's dream growth run?

Deccan Chronicle  

Once in every generation – which is roughly 30 or 40 years – the world finds itself on the cusp of a major change – spreading across domains of technology, geopolitics, as well as economics. In the last eight months, foreign investors pumped in $16.5 billion in the Indian stock markets – the largest such investment in Asian equities. In …

Why China Is So Desperate To Put India In Its Place - News18
1 year, 4 months ago

Why China Is So Desperate To Put India In Its Place - News18

News 18  

For decades, China regarded India as a geopolitical upstart, to be taught the occasional military and diplomatic lesson to keep it in its proper place. Indo-Asian News Service reported on August 7, 2008: “India’s ruling Congress and the Communist Party of China on Thursday signed a pact to put in place a mechanism that would help regular high-level exchanges between …

Apple Is Ready To Ditch China For India. But, Is India Ready?
1 year, 4 months ago

Apple Is Ready To Ditch China For India. But, Is India Ready?

ABP News  

New Delhi: After years of lobbying and struggling in the Indian market, it seems America’s mobile handset maker Apple has finally decided to shift 20 percent of iPhone manufacturing to India even as it moves out of China. Last month Prime Minister Modi addressed French CEOs where he presented, as is expected of any leader of a country, the progress …

Morgan Stanley upgrades India to 'overweight', downgrades China to 'equal weight'
1 year, 4 months ago

Morgan Stanley upgrades India to 'overweight', downgrades China to 'equal weight'

Firstpost  

Morgan Stanley views that India is poised for substantial and sustained economic growth at a time when the rest of the world is slowing down India’s status has been upgraded to ‘overweight’ by brokerage firm Morgan Stanley has also downgraded on China to ’equal weight’. We see a secular trend towards sustained superior USD EPS growth versus Emerging Markets over …

Why did Morgan Stanley upgrade India? Will it mean more foreign inflows?
1 year, 4 months ago

Why did Morgan Stanley upgrade India? Will it mean more foreign inflows?

Live Mint  

After rating agency Fitch Ratings downgraded the US credit rating on Tuesday, global financial major Morgan Stanley upgraded India to 'overweight' while downgrading Australia to 'underweight' and Taiwan and China to 'equal-weight'. "We see a secular trend toward sustained superior USD EPS growth versus EM over the cycle, with a young demographic profile supporting equity inflows," Morgan Stanley said. Consider …

Morgan Stanley upgrades India shares to 'overweight', downgrades China to 'equal weight'
1 year, 4 months ago

Morgan Stanley upgrades India shares to 'overweight', downgrades China to 'equal weight'

Hindustan Times  

Morgan Stanley cut its rating on Chinese stocks to equal weight Wednesday, saying investors should capitalize on a rally spurred by government stimulus pledges to take profits. "India rises from 6 to 1 in our process, with relative valuations less extreme than in October, and India's ability to leverage multipolar world dynamics is a significant advantage," Morgan Stanley analysts said. …

Morgan Stanley upgrades India to Overweight, downgrades China to Equal-weight
1 year, 4 months ago

Morgan Stanley upgrades India to Overweight, downgrades China to Equal-weight

Live Mint  

Morgan Stanley has upgraded India to ‘Overweight’ rating, while it has downgraded China to ‘Equal-weight’ rating. Analysts at the brokerage house raised India’s rating saying relative valuations are “less extreme” than in October and the nation’s reform and macro-stability agenda supports a strong capex and profit outlook. We see a secular trend toward sustained superior USD EPS growth versus EM …

Will this be the Chinese economy’s ‘lost decade’? - The Hindu
1 year, 5 months ago

Will this be the Chinese economy’s ‘lost decade’? - The Hindu

The Hindu  

The annual business confidence survey released recently by the European Chamber for Business in China showed a sharp deterioration in sentiment. An Associated Press story quoted the chamber’s president as saying business confidence in China is “pretty much the lowest we have on record,” and that there was no expectation that the regulatory environment is really going to improve over …

S&P retains India’s growth projection at 6% for FY24
1 year, 5 months ago

S&P retains India’s growth projection at 6% for FY24

The Hindu  

S&P Global Ratings on Monday, June 26, 2023, retained India's GDP growth forecast at 6 per cent saying it will be the fastest growing economy among Asia Pacific nations. "We see the fastest growth at about 6 per cent in India, Vietnam, and the Philippines, S&P Global Ratings said in its quarterly economic update for Asia-Pacific. S&P said retail inflation …

‘This India is different from the one in 2013': Morgan Stanley's ‘transformation’ report
1 year, 6 months ago

‘This India is different from the one in 2013': Morgan Stanley's ‘transformation’ report

Hindustan Times  

India, under Prime Minister Narendra Modi, has transformed, gaining a position in the world order and becoming a key driver for Asia and global growth, said Morgan Stanley. Manufacturing and capital spending as a percentage of GDP has continuously risen, Morgan Stanley said, adding export market share is projected to more than double to 4.5 per cent by 2031. The …

India’s economy picks up speed amid global slowdown
1 year, 6 months ago

India’s economy picks up speed amid global slowdown

Al Jazeera  

With 6.1% quarterly growth, India remains one of the fastest growing emerging economies, especially as China’s recovery stumbles. India’s economic growth has accelerated to 6.1 percent in the January–to-March quarter, boosted by government and private capital spending even as private consumption remained sluggish, government data shows. The manufacturing sector, which for the past decade has accounted for just 17 percent …

India is making its mark in the world
1 year, 6 months ago

India is making its mark in the world

Hindustan Times  

India is in a rare moment of equilibrium. India’s economy is no longer at the receiving end of the global order but is in the fray of the world’s most powerful future economies, with an unmatched growth rate. The International Monetary Fund says India and China will account for 50% of the total world gross domestic product growth in 2023, …

Franklin Templeton bullish on Indian market; here’s what it says
1 year, 7 months ago

Franklin Templeton bullish on Indian market; here’s what it says

Live Mint  

While the Indian market has been underperforming its top global peers this year so far, analysts at Franklin Templeton believe the situation appears to be changing and investors are taking another look at Indian equities thanks to the country's resilient economy and slightly comfortable valuation of stocks after the recent underperformance. In a note on May 9, Sukumar Rajah, Senior …

‘Very strong economy’, IMF on India’s growth trajectory
1 year, 8 months ago

‘Very strong economy’, IMF on India’s growth trajectory

Live Mint  

International Monetary Fund division chief Daniel Leigh on Tuesday reposed faith in the Indian economy and said that it is a "very strong economy." The statement has come at a time when the IMF has lowered its projection growth for India during 2023-24 to 5.9 per cent from 6.1 per cent earlier. Then we go up to 6.3 next year …

"Very strong economy...': IMF division chief Daniel Leigh on India's growth trajectory
1 year, 8 months ago

"Very strong economy...': IMF division chief Daniel Leigh on India's growth trajectory

Firstpost  

Washington: International Monetary Fund division chief Daniel Leigh on Tuesday said that India is a very “very strong economy” and one of the bright spots in the global economy. #WATCH | Growth rate for India which is 6.8 in 2022, this is one of the bright spots in the Global Economy.we go up to 6.3 next year, again a very …

India will overtake China as the world's biggest nation, but is it ready to be the next global superpower?
1 year, 8 months ago

India will overtake China as the world's biggest nation, but is it ready to be the next global superpower?

ABC  

There are more than 8 billion people, and counting, spread out across Earth. While the Indian government says its family planning program is "target-free and voluntary", experts like Ms Muttreja say India needs men to be more involved and more engaged in contraception. India was the first country in the world to introduce family planning and population control methods, but …

Long way to go for India to benchmark itself with Singapore, Hong Kong: USISPF chief
1 year, 9 months ago

Long way to go for India to benchmark itself with Singapore, Hong Kong: USISPF chief

The Hindu  

India needs to remove impediments to the ease of doing business, the head of a top Indian-American business advocacy group has said, asserting that the country has made some progress but has a long way to go to match Singapore or Hong Kong. When you look at what's happening on the manufacturing side, as people are trying to de-risk their …

A resilient India, but growth pangs for China
1 year, 9 months ago

A resilient India, but growth pangs for China

The Hindu  

The Chinese government has disappointed observers with the projection of a growth target of around 5% in 2023, which is lower than that of last year and even lower than the expected GDP growth for India in 2023. Job creation and foreign investment Against such a backdrop, job security is one of the most important objectives of the sustainable growth …

OPINION: Chinese Economy Facing Structural Deceleration, India Enjoying Demographic Dividend
1 year, 9 months ago

OPINION: Chinese Economy Facing Structural Deceleration, India Enjoying Demographic Dividend

ABP News  

Against the backdrop of the recent reopening after three years of zero-Covid policies, the Chinese government, in the last government report of Prime Minister Li Keqiang before retiring, has underwhelmed observers with a growth target of around 5% in 2023, lower than that of last year and clearly lower than expected GDP growth for India in 2023. OPINION: India-Canada Ties …

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