Morgan Stanley预测印度的BSE Sensex到年底将上升18%, Morgan Stanley predicts India's BSE Sensex will rise 18% by year-end, citing economic stability and growth.

Morgan Stanley预测BSE Sensex到2025年底将上升18%, Morgan Stanley forecasts the BSE Sensex will rise by 18% by the end of 2025, citing India's strong macroeconomic stability, improved trade terms, and flexible inflation targeting. 报告还强调,今后五年内,基础设施支出、税收改革和能源转型努力带动了18-20%的收入增长。 The report also highlights 18-20% earnings growth over the next five years, driven by infrastructure spending, tax reforms, and energy transition efforts. 预计利率的50个基点周期从2月开始,从连续两次25个基点削减开始,将是一个浅度的50个基点周期。 Interest rates are expected to see a shallow 50 basis point cycle starting in February with two consecutive 25 basis point cuts. 预测假设国内增长强劲,美国没有经济衰退,石油价格稳定。 The forecast assumes robust domestic growth, no US recession, and stable oil prices.