New Delhi, May 5 || Global brokerage Morgan Stanley has reaffirmed its positive long-term outlook on Indian equities, highlighting that India is likely to outperform in a global bear market scenario.
According to a note by the brokerage, the opportunity to invest in India’s long-term structural growth story is now, though it will require patience, given the potential.
The global financial services major believes that while near-term volatility may persist, “the long-term reward outweighs short-term noise”.
The firm advises investors to stay focused on India’s domestic growth story and selectively build exposure — particularly in domestically driven sectors —during periods of market stress.
The macroeconomic environment remains challenging worldwide, with risks such as decelerating global growth, central bank policy shifts, and geopolitical tensions casting a shadow.
Morgan Stanley states that these very conditions present a compelling case for India, “supported by its robust domestic fundamentals and relative insulation from global volatility”.
India offers a mix of macro stability, earnings growth, and a reliable domestic demand base that positions it as a relative safe haven in a bear market.