Key Takeaways:
- India is forecast to grow faster than all other BRICS nations through 2026, reaching 6.4% GDP growth.
- Morgan Stanley credits strong macro fundamentals, rising private investment, and government policy support.
- India is set to lead BRICS both economically and diplomatically, especially during its 2026 presidency.
India is poised to become the driving force behind BRICS economic expansion, with Morgan Stanley projecting it as the fastest-growing economy in the bloc through 2026. The investment bank’s bullish forecast signals a transformative shift in global economic dynamics — one led by India’s surging domestic demand, capital investment, and policy reforms.
India to Outpace BRICS Peers with Strong GDP Growth
Morgan Stanley’s latest analysis positions India’s GDP growth at 5.9% in 2025 and accelerating to 6.4% in 2026. These figures stand well above other BRICS member states, reinforcing India’s status as the world’s fastest-growing major economy. The projections build upon India’s 6.2% growth in the previous year and have sparked growing interest among global investors.
The bank credits this momentum to favorable macroeconomic trends, strong consumer spending, and an emerging private sector capital expenditure cycle. Ridham Desai, Morgan Stanley’s Chief Equity Strategist for India, remarked, “Global uncertainty is providing investors with an opportunity to buy into India’s long-term story… supported by strong macro stability, improving trade terms, and controlled inflation.”
Rising Leadership Role Within the BRICS Framework
India’s expanding influence within BRICS is no longer just about growth figures — it’s also structural. Morgan Stanley estimates that India will contribute around 13% of total BRICS economic output over the coming years. With its upcoming BRICS presidency in 2026, India is expected to shape the bloc’s direction through proactive policy initiatives and economic diplomacy.
This leadership role is underscored by India’s long-term reforms, digital acceleration, infrastructure investment, and market liberalization. These developments have created a solid foundation for sustained, inclusive growth — one that positions India as a strategic anchor in the BRICS coalition.
Favorable Investment Climate Amid Global Uncertainty
According to Morgan Stanley, India’s investment climate remains highly attractive, driven by demographic strength, increasing debt appetite, and rising earnings growth potential. The firm expects mid-to-high teens earnings growth annually over the next five years, especially as private sector investment continues to gain momentum.
Also Read: “Don’t Bet Against the Dollar”: Goldman Sachs Warns of Painful Fallout for Short Sellers
From robust discretionary spending to digital expansion, India is rapidly transforming itself into a powerhouse of emerging market growth. For investors seeking long-term exposure, the country offers a compelling mix of political stability, economic scalability, and reform-driven opportunity.
India is not just outperforming its BRICS peers — it’s redefining emerging market leadership. With strong GDP growth, growing influence, and investor-friendly policies, India is at the heart of the bloc’s next economic chapter.
Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of CoinBrief.io. Before making any investment decisions, you should always conduct your own research. Coin Brief is not responsible for any financial losses.
