Ridham Desai

Impact of any US recession on D-Street to be far less than earlier: Ridham Desai

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Impact of any US recession on D-Street to be far less than earlier: Ridham Desai

Serious investors are looking beyond concerns over rich headline stock valuations and coming to India, said Ridham Desai, head-India equity research at Morgan Stanley. In an interview with Ankit Doshi and Nishanth Vasudevan on the sidelines of the firm’s investment conference, Desai said financials followed by industrials and consumer discretionary are his top investment picks. … Read more

Ridhan Desai’s top picks: Industrials, infra and realty

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Mumbai: Infrastructure- and industrial-related stocks are expected to gain as India steps up spending, while pent-up demand could also boost the real estate sector, said Ridham Desai, MD, Morgan Stanley India. Staples-related consumption looks fully priced, while discretionary and travel related stocks could also be in the list of potential purchases, Desai said in a … Read more