Morgan Stanley forecasts Sensex at 89,000 by 2027

Morgan Stanley forecasts Sensex to reach 89,000 by June 2027, driven by India’s next capex cycle. The brokerage identifies 7 key stocks across infrastructure, defense, and capital goods as primary beneficiaries. ₹500,000 crore in estimated capex over the next few years could fuel earnings growth. Institutional focus on domestic cyclicals may accelerate F&O activity.

📊 STOCKS: LT, ULTRACEMCO, HAL, BEL, TATAMOTORS, POWERGRID, IRFC | 🏢 SECTOR: CapitalMarkets | #MEDIUMIMPACT #Capex