The hope with which Donald Trump has imposed 50 percent tariff on India. All those expectations can be seen collapsing in the next one year. At the same time, people’s intelligence on India’s economic growth and stock market is constantly increasing. The special thing is that this belief has come from anywhere else but from the American earth. In fact, the world’s legendary investment firm Morgan Stanley said on Monday that by June 2026, the Sensex can reach the level of 1 lakh. He has not made any change in this target. There is a possibility of up to 30 percent of this completion. It also said that India’s income and stock market is yet to reach peak, which the whole world will see.
Market is less and less of the growth bicycle
The brokerage firm further strengthened its perception of its boom in India, while foreign portfolio investors brought their position to the lowest level since the data was released in 2000. Due to which a dramatic confrontation arose between global pessimism and conviction of Morgan Stanley. Ridham Desai, equity strategist at Morgan Stanley, said that the stock market is assessing the possible turn in growth bicycle. The peak of income and market is still left. He challenged the temples that believe that the best days of India have passed now.
Desai introduced a comprehensive view of India’s structural change and said that this is a strong case of revolution. India is expected to increase the share of global production in the coming decades, which will be powered by strong basic factors, including strong population growth, a working democracy, macro-capability-inflammatory policy, better infrastructure, an emerging entrepreneurial class and better social results.
$ 100 billion Sensex
The company’s base-case BSE Sensex Target 89,000 is the possibility of growth of 12 per cent by June 2026. Which indicates that the index will trade on the trailing P/e multiple of 23.5x, which is above the 25 -year average of 21x. Morgan Stanley’s 100,000 Sensex Targeting Bull-Case Cinereos is below US $ 65 consecutive US dollars, due to which the terms of trade are better. Strong GST reform has prepared platforms for growth upgrades and low interest rates. The global trade war has reduced the global trade war in tariffs posting, which has improved the chances of growth. During the financial year 2025-28, the income growth rate will be seen as 19 % CGAR.
Manufacturing will increase in GDP
Desai said that India will become the world’s highest demand consumer market, there will be a major change in the energy sector, the loan will increase in GDP and the stake in the GDP of the manufacturing sector will increase. He said that the decreasing stake of oil in GDP and export, especially services, as well as fiscal consolidation indicate a decrease in saving imbalance from fiscal consolidation. This will reduce the actual rates structurally. Desai said that as a result of both supply side and policy changes, low inflation instability means that interest rates and growth rate volatility is likely to decrease in the coming years.