AI capex slowdown could derail India's cyclical recovery, weigh on growth: Nuvama

Aug 22, 2026

Any slowdown in the global artificial intelligence (AI) capital expenditure boom could pose a significant risk to India's ongoing cyclical recovery, with weaker global...

India's Fiscal and Monetary Policies shift towards supporting economic growth: Morgan Stanley

Feb 04, 2025

India's fiscal and monetary policies are now focusing more on supporting economic growth, aligning with expectations of a cyclical recovery, according to a report...

Despite cyclical downturn in India, govt unlikely to unleash any fiscal stimulus measures: Report

Jan 14, 2025

India is currently experiencing a cyclical economic downturn, with gross domestic product (GDP) growth projected at 6.1 per cent for both FY25 and FY26,...

Morgan Stanley sees 15 pc upside in Sensex by June 2027, says India outperformance ahead

Jul 09, 2026

Global brokerage Morgan Stanley has turned constructive on Indian equities, arguing that the recent underperformance and valuation de-rating of domestic markets are cyclical and...

India's growth may come under pressure in H2 FY27 as demand risks rise, GST boost fades: Nuvama

Jul 09, 2026

India's growth momentum could come under pressure in the second half of FY27 as demand-related risks begin to outweigh the cyclical tailwinds that supported...

NBFCs enter new cyclical recovery, PAT seen rising 24% in FY27: Motilal Oswal

Aug 28, 2026

Non-banking financial companies (NBFCs) are entering a new cyclical recovery, with improving loan growth, asset quality and profitability expected to drive a broad-based earnings...