'Bullish on India': Morgan Stanley MD Ridham Desai says reforms driving equity gains; stability fuels confidence

Morgan Stanley's Ridham Desai, bullish on India for 11 years, attributes his optimism to structural economic changes. Declining external vulnerabilities, a shrinking current account deficit, and a supportive macroeconomic framework have transformed India's fundamentals, making its equity story resilient and offering long-term opportunities.

'Bullish on India': Morgan Stanley MD Ridham Desai says reforms driving equity gains; stability fuels confidence
Morgan Stanley's Ridham Desai, bullish on India for 11 years, attributes his optimism to structural economic changes. Declining external vulnerabilities, a shrinking current account deficit, and a supportive macroeconomic framework have transformed India's fundamentals, making its equity story resilient and offering long-term opportunities.