5 reasons Morgan Stanley is bullish on India’s AI-driven IT evolution
Global companies are not pulling back from India because of artificial intelligence. Morgan Stanley’s March 2026 investor presentation on India’s key economic debates shows a different picture. Work is changing, hiring is becoming more selective, and risks from oil and global conditions remain, but India continues to hold its ground in global services.
The report points to steady domestic demand, strong macro starting conditions, and continued strength in services exports. The question is not whether AI weakens India’s position, but how the country adapts as the mix of work moves toward higher skill roles.
