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Morgan Stanley names Lenskart, Trent and Varun Beverages among India growth picks
Morgan Stanley named Lenskart Solutions, Varun Beverages and Trent among its consumer-focused India stock picks, alongside a bullish domestic-cyclicals strategy. It forecasts a 89,000 Sensex by June 2027, supported by improving Indian growth and potential market re-rating.
Reported figures
From the report. Source details below
| Implied upside: | 14% |
|---|---|
| Bull-case Sensex target: | 100,000 |
| Bull case assumes oil below | $80 per barrel |
| Sensex earnings CAGR assumption: | 16% through FY2029 |
| Adani Power outperformed the broader index by 86% over the past | 12 months |
The source
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