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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 2 of 2

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 2 of 2

Global Industrial Revival Underway: Morgan Stanley’s Chetan Ahya Sees Big Upside for India | ET Now

> "If India's **exports pick up**... we've always seen that that has an implication for **corporate capex** in the region as well as in India. So it will trigger an **additional improvement in capex** which in turn **drives industrial production**. So there's going to be a **virtual cycle** that unfolds for India too." — **Chetan Ahya** [[04:50](https://www.youtube.com/watch%3Fv%3Dj2HpdGN8gjo%26t%3D290s)] > *"We…

Feb 11, 2026·Equities
Global Industrial Revival Underway: Morgan Stanley’s Chetan Ahya Sees Big Upside for India | ET Now

https://x.com/sanjeevsanyal/status/2017147137608368475?s=20

*Indian Banks Reach Their Healthiest State in Decades: GNPA & NNPA At Multi-Year Lows | Economic Survey 2025-26*

Jan 30, 2026·India
https://x.com/sanjeevsanyal/status/2017147137608368475?s=20
Source
EquitiesGeopoliticsIndia
+55 more tags
India FocusedMarkets & InvestmentsMorgan StanleyNewsPodcast

Global Industrial Revival Underway: Morgan Stanley’s Chetan Ahya Sees Big Upside for India | ET Now

"If India's exports pick up... we've always seen that that has an implication for corporate capex in the region as well as in India. So it will trigger an additional improvement in capex which in turn drives industrial production. So there's going to be a virtual cycle that unfolds for India too." — Chetan Ahya [04:50]

*"We…

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UJ
Feb 11, 2026
Source
IndiaEquitiesNifty
+55 more tags
BankingGeopoliticsIndia FocusedReport, Blogs & InsightsMarkets & Investments

https://x.com/sanjeevsanyal/status/2017147137608368475?s=20

Indian Banks Reach Their Healthiest State in Decades: GNPA & NNPA At Multi-Year Lows | Economic Survey 2025-26

View Full Article
UJ
Jan 30, 2026