Top Searches
Advertisement

Why Is Morgan Stanley Betting Big on Power Finance? The 3% Clue Is in the Charts

Updated: July 10, 2025 11:20

Image Source: CNBC TV18
Shares of Indian power financing firms climbed between 2% and 3% today after Morgan Stanley initiated coverage with an “overweight” rating, citing strong fundamentals and macro tailwinds.
 
Key highlights:
  • Morgan Stanley’s bullish stance reflects confidence in India’s infrastructureled growth and energy transition
  • Power Finance Corporation (PFC) and REC Ltd led the rally, buoyed by expectations of robust loan growth and stable asset quality
  • The brokerage emphasized India’s low beta profile and superior earnings visibility in the financial sector
  • Analysts noted that power financiers are wellpositioned to benefit from rising capex in transmission and renewable energy projects
  • The move aligns with Morgan Stanley’s broader upgrade of India as its top overweight market in Asia
Strategic context:
  • India’s push for clean energy and grid modernization is driving demand for longtenure project financing
  • Domestic investor flows and improving fiscal metrics add to sector resilience
Sources: NDTV Profit, Financial Express, Inventiva, Morgan Stanley, Reuters, PTI

Advertisement

STORIES YOU MAY LIKE

Image Source: 5paisa
Popular Vehicles to Launch Ather EV Operations in Chennai by September
Image Source : The Hindu Business Line
Glenmark’s IGI Strikes $1.9 Billion Global Licensing Deal with AbbVie for Cancer Drug ISB 2001
Image Source: The Economic Times
Vedanta Chairman Reaffirms September Demerger Timeline Amid Viceroy Allegations
Advertisement
Image Source: ET Manufacturing
Hexaware and Abluva Forge Alliance to Deliver Secure AI for Life Sciences
Image Source: Trading View
Stellant Securities Eyes Bonus Issue and NBFC License in Strategic Board Meeting
Image Source: Mint
Bank of Baroda Holds 1-Year MCLR at 8.90%, Signals Rate Stability Ahead of RBI Meet
Image Source: Youtube
Air India Crash Probe Gains Momentum as Black Boxes Yield Crucial Data
Advertisement
Live Blogs
SBI Tags RCom Loan as Fraud, Puts Anil Ambani in RBI Crosshairs
Thrill-Seekers Assemble: APTDC Flooded with 130 Adventure Tourism Applications
Level Unlocked: Good Game Becomes World’s First As-Live Global Gaming Reality Show
From Devotion to Dynamite: Ganesh’s Mighty Avatar Steals the Show in Yours Sincerely, Raam
Top Stories
Image Source : TechGig
Mphasis Deepens AI Bet with $4 Million Strategic Stake in Aokah Inc
Image Source : CNBC TV18
Tata Elxsi Misses Street Estimates in Q1, But Transportation Vertical Holds Strong
Image Source : Zee Business
Mahindra Finance Greenlights Rs 1 Billion NCD Issue to Bolster Lending Capacity
Image Source: Equity Bulls
Kirloskar Electric Reappoints Anand B Hunnur as MD, Reinforces Strategic Continuity
Advertisement
Advertisement

Follow WOWNEWS 24x7 on:

Copyright 2024 WOWNEWS 24x7. All rights reserved. The WOWNEWS 24x7 is not responsible for the content of external sites. Read about our approach to external linking.

Powered By Just Imagine