03 Jun 2025, 03:12 PM IST i


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Morgan Stanley India's MD Ridham Desai maintains that India’s macro position remains strong even as global conditions remain uncertain due to key risks of tariff-related developments led by the US, slowing growth and deflation in China, and rising geopolitical tensions. He advises staying away from sectoral bets, and shares his formula on what to look for while investing in the current 'stock picker's market.' Tune into the video for the whole conversation.