<ul><li>Morgan Stanley views the recent drawdown in Indian equities as a compelling long-term investment opportunity driven by India's strong macroeconomic fundamentals and resilient earnings outlook.</li><li>Despite global market volatility, Indian markets have shown limited volatility spikes and offer value for long-term investors.</li><li>Morgan Stanley has revised its Sensex target to 89,000 for June 2026, representing an 8% upside from current levels, while maintaining a cautious outlook on India's low beta nature during a strong global bull market.</li><li>The long-term case for Indian equities remains intact, supported by macro stability, expected earnings growth, ample domestic capital, a supportive policy environment, and geopolitical stability, with sector preferences emphasizing domestic cyclicals over energy, materials, utilities, and healthcare.</li></ul>

India's Market Pullback Offers Long Term Buying Opportunity Despite Global Risks, Says Morgan Stanley

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