Morgan Stanley
Experts predict RBI rate hike in 2018 last quarter
They say the rate spread between policy rate and government bond yield has risen to 150 basis point.
Global IT spend is imminent, says Morgan
Cos would continue to invest as they anticipate revenue growth though their spending pattern will shift.
India's GDP growth to rise to 7.5 pc in 2018: Morgan Stanley
RBI in its fifth bi-monthly review for current fiscal on Dec 6, kept repo rate unchanged at 6 per cent.
Private capex likely to recover in 2018
Another factor that would support a recovery in private capex is the ability of the financial system to extend credit.
Economic recovery likely to have taken hold in September quarter: Morgan
Global economic growth is expected to stay positive and accordingly exports are likely to remain supportive, said the report.
India's industrial growth, inflation likely to rise: Morgan Stanley
India's retail inflation had swelled to 5-month high of 3.36 per cent in August on costlier vegetables and fruits.
GDP to hit USD 6 trillion by 2027 on digital leap: Morgan Stanley
India's GDP growth slipped to a three-year low of 5.7 per cent in April-June.
Rising inflation may dampen rate cut hopes: Morgan Stanley
Central bank is expected to keep key policy rates unchanged while maintaining its neutral policy stance.
Rise in inflation likely to keep RBI on hold: Morgan Stanley
Reserve Bank is likely to hold the key rate in the monetary policy review next month.
CPI inflation seen at 3.2 pc in Aug: Morgan Stanley
Trade deficit is expected to narrow to about USD 10.3 billion in August from USD 11.5 billion in July.