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The Economic Times

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Morgan Stanley turns more cautious on Asian stocks, cuts India

Morgan Stanley is adopting a cautious approach to Asian equities, reducing its India holdings due to concerns over potential supply chain disruptions from the Iran conflict. The firm highlights Asia's heavy reliance on Middle Eastern energy supplies and warns of market complacency. India, particularly exposed to LNG disruptions, faces potential investor hesitation until tech cycles in other Asian nations stabilize.

6 Mar 2026 8:32 am