June 28, 2024, 01:18 PM - 2 min read
According to the Morgan Stanley report, initiatives under PM Gati Shakti are yielding results. The report projects infrastructure investment to rise to 6.5% of GDP by FY29, with $1.45 trillion spent over five years, enhancing logistics and port efficiency.
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June 24, 2024, 01:45 PM - 2 min read
In its recent publication titled The New India - Infrastructure, Morgan Stanley emphasized the pivotal role of infrastructure investment in economic development. The report highlights India’s increased focus on infrastructure over the past decade, coupled with efforts to enhance productivity.
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April 18, 2024, 01:17 PM - 2 min read
The President of the European Central Bank, Christine Lagarde, aptly identifies the essential elements that propels India to greater heights, a path that the nation must tread upon, she states, “India’s story is one of the most compelling in the world, It has all the right ingredients for economic success, a young and dynamic population, a growing middle class, a diverse economy and a vibrant democracy”
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April 16, 2024, 01:46 PM - 2 min read
They highlighted key factors such as improving productivity growth, a rising investment rate and inflation hovering above the 4% target set by the Reserve Bank of India(RBI) as drivers for their assessment.
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March 30, 2024, 03:01 PM - 2 min read
Santanu Sengupta, Chief India Economist at Goldman Sachs India, emphasized the importance of inflation trends, stating, “With 1HCY24 headline inflation still above the RBI’s target, we maintain our view that the RBI will keep the policy repo rate unchanged at 6.5 per cent at the April 5 meeting."
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March 19, 2024, 02:46 PM - 2 min read
Contrary to China's remarkable average growth of 10% annually for three decades following its economic reforms in 1978, India's growth trajectory is projected to hover between 6.5% and 7% over an extended period. Ahya highlighted some challenges hindering India's progress, particularly citing deficiencies in infrastructure and a shortage of skilled labor as significant barriers.
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March 18, 2024, 03:53 PM - 2 min read
"The capex cycle has more room to run, therefore the current expansion closely resembles that of 2003-07," stated Morgan Stanley. The analysis indicated that the current cycle is propelled by investment outpacing consumption, with public capex leading initially but private capex rapidly catching up.
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March 13, 2024, 04:53 PM - 2 min read
According to Morgan Stanley economists, including Chetan Ahya, India's current growth trajectory closely resembles that of the mid-2000s, marked by sustained expansion averaging more than 8% annually. They emphasize that investment has emerged as a pivotal force propelling the Indian economy forward, indicating potential for further expansion.
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February 22, 2024, 12:14 PM - 2 min read
Aditi Nayar stated, "Lower volume growth for the industrial sector, flagging momentum in certain indicators of investment activity, a slowdown in government expenditure and an uneven monsoon are expected to dampen the GDP growth to 6 per cent in Q3 FY24 from 7.6 per cent in Q2 FY24."
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