Why investors are disappointed with Modi
Catchy phrases like the ‘Modi Trade’ sound good on business news channels, but should not form the sole basis of investing.
The value of doing nothing
With analogies from the world of sports, Morgan Stanley Investment Management explains why it's important for investors to stay put.
Which investing style is bound to succeed?
Morgan Stanley Investment Management explains how the tug-of-war between two opposing groups will decide.
Don't blindly bet on the winners of the last bull run
Morgan Stanley analysts look at previous boom-bust cycles in the Indian stock market to analyse if the winners of a previous bull run, are able to repeat their performance in the next.
Investing themes to consider
In a continuation of the above, the analysts focus on the current market situation.
Putting serendipity to work
Amay and Swanand of Morgan Stanley Investment Management mull over India’s fiscal good fortune from falling commodity prices and the most appropriate way of spending it.
Current Account Deficit: Fragile no more?
The Current Account Deficit has been a prominent vulnerability of the Indian economy over the past few years.
