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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 1 of 1

Geopolitics | Global power, conflict & policy

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

Geopolitics · Showing 1 of 1

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
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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