The Managing Director and Chief Equity Strategist India, Morgan Stanley further weighed in on the ongoing market correction and said that key macros remain positive and the “moment has come” for value investors to take advantage of it. "The tariffs that were expected on China don’t seem to be materialising. If anything, business sentiment in the US is strong and improving, and India will follow suit soon," Desai said in the NDTV Profit Conclave. While global growth concerns had loomed due to policy actions, those fears are now diminishing, he said. Desai pointed to key macro tailwinds such as lower oil prices, reduced geopolitical risks, slower fiscal consolidation, tax cuts, structural reforms, and record-high capital expenditure. "I'm very bullish. For those waiting for India to become more attractive in terms of valuation and performance, the moment has come," Desai said.