Insight Article Desktop Banner
Opportunity Optimum
February 07, 2024

The India Opportunity

Insight Video Mobile Banner
February 07, 2024

The India Opportunity

Opportunity Optimum

The India Opportunity

Share Icon

February 07, 2024


Opportunity Optimum discusses how and where we are finding the best investments around the world.


We believe India’s growing population and young demographic, and its efforts to build digital, regulatory, financial and physical infrastructure over the last decade, will pave the way for growth acceleration over the next decade. This will have significant implications for India’s share of the global economy and equity markets.

India is home to a disproportionate number of high-quality companies yet remains underrepresented by equity indices.  Therefore, we see a significant opportunity for bottom-up stock picking, by owning businesses with strong balance sheets, robust growth and improving profitability.

Key highlights:

  • India is underrepresented by equity indices
  • Infrastructure for growth acceleration was built over the last decade
  • Broadening opportunity set for bottom-up stock picking in India
Managing Director, Head of Global Opportunity
Global Opportunity
Managing Director, Director of Research
Global Opportunity
Managing Director, Chief Operating Officer
Global Opportunity
Executive Director
Global Opportunity


The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

This material is for the benefit of persons whom the Firm reasonably believes it is permitted to communicate to and should not be forwarded to any other person without the consent of the Firm. It is not addressed to any other person and may not be used by them for any purpose whatsoever. It is the responsibility of every person reading this material to fully observe the laws of any relevant country, including obtaining any governmental or other consent which may be required or observing any other formality which needs to be observed in that country.

This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. Information does not address financial objectives, situation or specific needs of individual investors.

Any charts and graphs provided are for illustrative purposes only. Any performance quoted represents past performance. Past performance does not guarantee future results. All investments involve risks, including the possible loss of principal.

For the complete content and important disclosures, refer to the article pdf.


This is a Marketing Communication.

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Privacy & Cookies    •    Your Privacy Choices Your Privacy Choices Icon    •    Terms of Use

©  Morgan Stanley. All rights reserved.