Morgan Stanley sees a 50 per cent chance that the BSE Sensex will reach 89,000 by June 2026, implying a 6 per cent upside. It said India’s growth cycle will strengthen, supported by RBI’s rate cuts and a lower cash reserve ratio (CRR).

The firm cited deregulation, liquidity infusion, and a possible India-US trade deal as major catalysts. It added that easing ties with China and GST cuts worth ₹1.5 trillion could lift investor sentiment. Analysts believe falling oil intensity in GDP and stronger exports will help cut real rates and steady inflation.

Morgan Stanley prefers domestic cyclicals such as financials, consumer discretionary, and industrials over defensives. The firm expects stronger foreign inflows and monetary easing to further boost India’s equity outlook in the near term.

The post Morgan Stanley Sees Sensex Surge Ahead appeared first on India Podcast.

During a meeting with traders at *MCAR Vacharo* in Hyderabad, Bhatti explained that the *GST rate rationalization* has led to price reductions on many goods, urging traders to display these price changes clearly.

Furthermore, Bhatti directed the *Chief Secretary* to take responsibility for coordinating with departments to increase state revenue, with a report on potential income-boosting measures to be submitted within *15 days*. He also suggested revisiting revenue targets for various departments to ensure the achievement of financial goals.

The post Mallu Bhatti Vikramarka Discusses GST Rate Cuts and State Revenue Plans appeared first on India Podcast.

He questioned the Union Government’s priorities. While relief material reached Afghanistan quickly, Punjab still waits for adequate support. “If we can help people abroad, why hesitate to help our own citizens?” he asked. Cheema demanded immediate release of relief packages, infrastructure aid, and rehabilitation support.

The minister also appealed to the public to donate to the Chief Minister’s Relief Fund. He promised complete transparency, assuring that every rupee will reach flood victims directly.

On GST, Cheema welcomed rate cuts, noting that AAP had demanded them earlier. He pointed out, however, that states continue to face unstable economies. Lower GST rates, he said, will further strain their revenues. Cheema urged the Centre to continue GST compensation as promised.

He concluded that Punjab needs both GST support and emergency relief. Without it, the state’s economy and flood-hit citizens will continue to suffer.

The post Punjab Finance Minister Cheema Urges Centre to Aid Punjab Like Afghanistan appeared first on India Podcast.