Morgan Stanley预测,由于低估价值、政策改革和强劲的经济趋势,到2026年12月,印度的股票可能会增加13%。 Morgan Stanley predicts Indian stocks could rise 13% by December 2026 due to undervaluation, policy reforms, and strong economic trends.

摩根斯坦利(Morgan Stanley)于2026年2月6日发布一份报告, 预测印度股票将出现强劲反弹, A Morgan Stanley report released on February 6, 2026, forecasts a strong rebound in Indian equities, citing undervalued markets, favorable policy shifts, and structural economic improvements. 该公司预计,在石油密集度下降、出口增加和通货膨胀波动降低的同时,再通胀措施,包括可能的减速、财政刺激和基础设施支出,将推动由宏观驱动的拉动。 The firm expects a macro-driven rally fueled by reflationary measures, including potential rate cuts, fiscal stimulus, and infrastructure spending, alongside declining oil intensity, rising exports, and lower inflation volatility. 鉴于外国投资者持仓疲软且估值接近历史低点，摩根士丹利预计多重条件罕见地汇聚，支持Sensex指数在2026年12月上涨13%，至95,000点，这得益于盈利增长和投资者信心改善。 With foreign investor positioning weak and valuations near historical lows, Morgan Stanley sees a rare convergence of conditions supporting a 13% upside in the Sensex to 95,000 by December 2026, driven by earnings growth and improved investor sentiment.