# The ongoing conflict in West Asia could emerge as both a challenge and an opportunity for India.

*business · news · 2026-05-01 · The Hindu Business Line*

## Key points

- Morgan Stanley forecasts $800 billion in additional domestic investments for India over five years.
- India's investment rate is now projected to reach 37.5% of GDP by FY2030, up from 36.5%.
- Around 60% of new capex will target energy transition, defence, and data infrastructure sectors.
- India's defence spending is expected to rise from 2% to 2.5% of GDP by FY2031.
- India's diversification strategies for oil, gas, fertiliser, and remittance flows are being accelerated.

**Companies:** Morgan Stanley
**Countries:** India

[Read the full story on The Hindu Business Line](https://www.thehindubusinessline.com/economy/west-asia-conflict-may-trigger-800-billion-capex-boost-for-india-but-oil-and-fertiliser-risks-remain-morgan-stanley/article70927812.ece)

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