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We Are In An Earnings Upcycle At The Moment: Ridham Desai Of Morgan Stanley | Exclusive

CNBC-TV18 19,562 4 days ago
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The India story may be familiar by now, but Ridham Desai says it’s only getting more relevant. Speaking from the sidelines of Morgan Stanley’s India Investment Forum, the firm’s Managing Director and Chief Equity Strategist pointed out how global investors are no longer looking at India just for stock ideas—they’re trying to understand its growing influence on the world economy. “There’s a lot of interest in India,” Desai said, noting the growing importance of understanding the country not just from a portfolio standpoint but also in a global macro context. “You’re not now just coming to India because you have a couple of investments. You’re also coming because India is moving the world. The world may not slip into recession this year because of India.” India’s stature has completely changed over the last decade, with the country expected to account for nearly a quarter of global GDP growth this year and next. #morganstanley #morganstanleyannualinvestmentforum #indianmarketoutlook #dalalstreetaction #indiamarketoutlookfor2025 #2025stockmarketoutlook #trumptariffpolicy #trumptariffs #globalmarketaction #cnbctv18 #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday 🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf --------------------------------------------------------------------------------------------------------------------- 👑 Check Out Top CNBC TV18 Playlist Videos: 🔹Young Turks Reloaded with Shereen Bhan: https://www.youtube.com/playlist?list=PLjq9mRS1PfGAeBW0FxoO8D2cbKx8YPKAZ 🔹 World News: https://www.youtube.com/playlist?list=PLjq9mRS1PfGDHHT6b309VWbeVIxjc73r0 🔹CNBC TV18 Classic Interviews: https://www.youtube.com/playlist?list=PLjq9mRS1PfGDmfXVg7XEQngsCY9RoS-fv 🔹CNBC TV18 Digital: https://www.youtube.com/playlist?list=PLjq9mRS1PfGDCcaVZ_82M9vhLo9lGJYzo 🔹CNBC TV18 Weekend Special: https://www.youtube.com/playlist?list=PLjq9mRS1PfGBHEa5NnoKuUsX5GwxEGuri 🔹CNBC TV18 Next-Gen: https://www.youtube.com/playlist?list=PLjq9mRS1PfGA6roe9q3J9fq_gBIDjX2w7 🔹Overdrive Show: https://www.youtube.com/playlist?list=PLjq9mRS1PfGCnSVjfbWfNCJLrv-CqfGmH 🔹CNBC TV18 Newsreels: https://www.youtube.com/playlist?list=PLjq9mRS1PfGCmABWWQRX4NqGLCtScwqex 🔹Startup Streets: https://www.youtube.com/playlist?list=PLjq9mRS1PfGD3CzrtMr_VJRbIly6sfyFI ------------------------------------------------------------------------------------ You can also connect with CNBC-TV18 News Online Catch the latest news: https://bit.ly/2YbpXBM Follow CNBC-TV18 round the clock: https://www.cnbctv18.com/live-tv/ Stay updated with all the market action in real time: https://www.cnbctv18.com/market-live/ You can also stay updated with all the latest news on-the-go with CNBC-TV18 Minis: https://www.cnbctv18.com/minis/ Like us on Facebook: https://www.facebook.com/cnbctv18india/ Follow us on Twitter: https://twitter.com/CNBCTV18News Follow us on Instagram: https://www.instagram.com/cnbctv18india/ Catch us on: Linkedin: https://in.linkedin.com/company/cnbc-tv18 n18oc_business About CNBC-TV18: India's leading business news channel, CNBC-TV18 offers the most comprehensive coverage of businesses, the economy and the financial markets. Catch all your favourite shows, exclusive videos, big-ticket interviews and more here.

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