India's structural strengths (6.5 per cent GDP growth, easing rates, tax cuts, GST normalisation, and rural demand recovery) support a H2FY26 rebound, said Sanjay Kumar
Copley Fund Research finds HDFC Bank held by 71% of EM funds, making it the most critical emerging-market bank globally, with allocations surging post-HDFC merger
Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance
Garre tells that improving macro conditions and lower earnings risk make this a good time to start evaluating bottom-up opportunities in quality midcaps
UBS downgrades Indian equities to neutral citing high valuations despite ordinary earnings, with retail flows driving premium and FPI flows hinging on fundamentals
China is creating emerging industry leaders, and regardless of what happens in the Chinese stock market, the country cannot be ignored as a fierce competitor
To accommodate India's 10 per cent weight in the GBI EM index, HSBC said in a recent note, a reweighting will occur for other EM peers in the index, which will see a reduction in their weights.
India's inclusion in global bond indices was discussed for nearly a decade before the inclusion in the widely tracked JP Morgan index was finally announced last September
The investors are focusing on the two nations in emerging Asia, thanks in part to an expected boom in infrastructure spending, which in turn bodes well for the countries' economies