Morgan Stanley downgrades Indian equities over valuations

Reuters2021-10-28

Morgan Stanley downgraded Indian equities to equal-weight from overweight on Thursday due to expensive valuations, and said it expects the market to consolidate ahead of potential "short-term ...

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Indian stocks have strongly outperformed other emerging markets this year, with the MSCI India index up 27.53%, compared to a 0.65% slip in the MSCI Emerging Market index.\nMorgan Stanley attributed the outperformance to bullish consensus earnings expectations and a \"favourable\" government reform agenda.\nThe brokerage had said in an earlier report that nascent signs of capital expenditure, supportive government policy and a robust global growth outlook may result in India earnings compounding at over 20% per year for the next three-four years.\n\"While the fundamental leading indicators are positive, we see valuations as increasingly constraining returns over the next 3-6 months,\" Morgan Stanley said.\nThe blue-chip NSE Nifty 50 index has surged nearly 28% this year, crossing the 18,000-mark for the first time ever. 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