Sensex at 89,000: What makes Morgan Stanley bullish on Indian stock market despite earnings risks, oil shock?

Sectorally, Morgan Stanley is betting on domestic cyclicals over defensive and external-facing sectors, as key risks to India are mostly external, including geopolitical tensions and slowing global growth, it observed.

May 13, 2026 - 18:00
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Sensex at 89,000: What makes Morgan Stanley bullish on Indian stock market despite earnings risks, oil shock?
Sectorally, Morgan Stanley is betting on domestic cyclicals over defensive and external-facing sectors, as key risks to India are mostly external, including geopolitical tensions and slowing global growth, it observed.

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