By Admin 
Morgan Stanley BSE Sensex Report: If you invest in the stock market, then this news is important for you. Global brokerage firm Morgan Stanley has released a new target of BSE Sensex for 2025. This target is 82,000. The big thing is that earlier this target was 93,000, that is, it has been cut by about 12 percent.
However, Morgan Stanley believes that by December 2025, the Sensex can still be seen about 9 percent. But the speed was expected earlier, now it is expected to be less than that.
Why the target reduced?
The brokerage firm said that they have reduced the estimate of companies’ earnings by about 13 per cent. In global markets, lethargy can affect India’s performance, even though India is currently doing better than other countries. However, the movement of BSE Sensex is not the same, as was estimated earlier. This is the reason why Morgan Stanley has cut it by 12 percent.
Tilt towards big shares
According to the report, now the market focus has come out of ‘Macro’ factors to stock selection. Morgan Stanley has also reduced the active position in his portfolio. Talking about the sector, the brokerage firm has given preference to financials, consumer cyclicals (such as auto and durables) and industrial sector. At the same time, they have kept energy, materials, utilities and healthcare sectors in a weak category. Also, compared to small and mid-cap companies, their inclination has moved towards big shares.
Sensex’s earnings by 2028 may increase at a rate of 16% annually.
Morgan Stanley believes that if the economy of India maintains fiscal discipline, private investment increases and the gap between real growth and real interest rate is balanced, the Sensex can reach its new goal. The report also states that by 2028, Sensex’s earnings (earnings) can increase at an average rate of 16 per cent annually.
If the situation goes better than expected, such as major improvements by the government, cuts in GST rates and progress on agricultural laws, then the Sensex can also go up to 91,000. But the brokerage firm believes that the possibility of this bullish scenery is only 30 percent. In March 2025, he gave the same figure of 105,000, which has now been reduced to 91,000.
Disclaimer: (The information provided here is being given only for information. It is necessary to tell here that the investment in the market is subject to risks. Always consult expert before investing as an investor. Abplive.com is never advised to invest money here.)
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