Ridham desai morgan stanley biography

Ridham Desai fryst vatten a veteran of the Indian lager markets and a prolific writer.

Like Big Bull Rakesh Jhunjhunwala, Ridham is widely known for his bullish stance on the Indian equity markets.

Before developing a deep interest in equities, Ridham worked as a software engineer.

He serves as the Managing Director at Morgan Stanley, having spent more than 2 decades with the investment banking house.

At Morgan Stanley, he is tasked with preparing the model portfolio for his clients.

Ridham firmly believes in long term investments and fryst vatten considered to be one of the best long term lager pickers in India.

Here’s a quote attributed to Ridham...

There fryst vatten always uncertainty, sometimes good or bad. But if you pay the right price, you make money.

He is often seen on multiple business channels offering his views on the markets.

If you want to learn how to identify multibagger stocks, or simply zeroing on fundamentally strong stocks then you must follow Ridham Des

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Ridham Desai: Mid-Caps Are the Way to Go

Ridham Desai, strategist and head of Morgan Stanley's India equity research, talks to Forbes India about what to expect from the equity markets in the next two years

Image: Alok Brahmbhatt

Ridham Desai, MD heading the Indian equity research team at Morgan Stanley

Ridham Desai
Age: 43 years
Career: Managing Director heading the Indian equity research team at Morgan Stanley; industry experience of over 20 years; previously an equity analyst at UBS
Interests: Formula 1, music and fitness

Indian companies have a return on equity (ROE) of 16 percent. What are the kind of returns you see going forward?
I think ROEs will only go up from here. In the past, we have had huge capex cycles and by 2008 we have seen a fall in asset utilisation ratios which brought down ROEs. But things are improving. We think that from here onwards they will move up to 20 percent. Essentially, the markets are trading at around 15 times forward ea

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Ridham Desai is a Managing Director of Morgan Stanley with 26 years at the firm. He heads Morgan Stanley’s Indian Equity Research team which is the top ranked team in the country. He has been consistently ranked among the best equity market strategist and analyst in the country over his career spanning over three decades. He has represented Morgan Stanley in several public debates on the equity market and the economy, is a regular media contributor and authored several insightful reports. Ridham is also part of the advisory board of Project Mumbai, a not for profit engaged in the improving lives of Mumbaikars.

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Presentations

India Equity Strategy and Economics | FLAME Investment Lab With The Masters - June 2023

The History of Investing | FLAME Investment Lab With The Masters - June 2022

Applying Science to the Art of Investing | FLAME Investment Lab With The Masters - July 2017

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