Morgan Stanley Predicts Sensex to Hit 1,07,000 by 2026-End in Bull Case
MMoneycontrol•06-02-2026, 17:23
Morgan Stanley Predicts Sensex to Hit 1,07,000 by 2026-End in Bull Case
- •Morgan Stanley forecasts Indian equities are set for a re-rating, with Sensex potentially reaching 1,07,000 by December 2026 in a bull case scenario.
- •The report highlights easing hawkish macro environment, RBI's reflation efforts, government policies, and trade deals as catalysts for accelerated growth.
- •Indian stocks offer a rare combination of inexpensive relative valuations, strong policy stimulus, and a growth upcycle.
- •Key catalysts for strong growth include positive earnings revisions, supportive RBI policy, ongoing policy reforms like privatization, and potential foreign buying.
- •Morgan Stanley's base case for Sensex by 2026-end is 95,000, while the bear case sees it at 76,000.
