Whalesbook
Morgan Stanley has set its strategic direction for India in 2026, predicting a surge in domestic demand driven by policy support, improved liquidity, and significant GST cuts. The brokerage is increasing its allocation to consumer discretionary, industrials, and financial sectors, identified as key beneficiaries of favorable economic conditions. Major stock picks include Maruti Suzuki, Trent, Titan, Varun Beverages, Reliance Industries, Bajaj Finance, ICICI Bank, Larsen & Toubro, UltraTech Cement, and Coforge.