MORGAN STANLEY ON INDIA EQUITY STRATEGY

• Financials carry 200 bps overweight in sector portfolio. • Maintains Underweight on Materials, Healthcare, Energy and Utilities. • HDFC Bank offers attractive valuations, with improving NIM and mid-teen NII growth potential. • Tata Consumer expected to deliver 22% earnings CAGR over FY26–29 versus 14% for peers. • Hyundai's three launches over 6–8 months could drive market-share gains. • Godrej Properties' earnings expected to grow at 40% CAGR over FY26–29.

STANLEY LIFESTYLES LTD

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