Emerging Markets

Kotak Securities pegs Nifty's December 2026 target at 29,120 in their base case, nearly 13 per cent above current levels

In an email interview, Yogesh Kalwani says he prefers a mix of largecaps and select mid- and smallcap names, with sector tilts towards BFSI and healthcare

India is ending 2025 with its worst relative performance versus the emerging markets (EM) since 1994, Morgan Stanley said. Relative valuations, they believe, have corrected meaningfully

Light FPI positioning seen as bullish sign as HSBC, Goldman turn overweight India

After a decade of outperformance, Indian equities have entered a consolidation phase with peers such as China and Taiwan regaining momentum, says Motilal Oswal

South Korea and China drive emerging market fund gains, while India's weak equity performance weighs on returns; analysts say re-rating could be near

Bira is in talks to raise $50 million via the equity route from alternative investment group GEM, and another $82 million via structured credit

The upward revision in RBI's FY26 growth forecast signals strong confidence in India's domestic economic momentum which has consistently beaten expectations

Funding by the likes of Blackstone Inc. and Apollo Global Management Inc. is putting EM deals from private lenders on course for the biggest year on record

India's share in the MSCI EM index has fallen to 16.21% in August, its lowest since November 2023, slipping to third place behind Taiwan after a year of weak equity performance

Most emerging market funds are underweight on India, according to Nomura

The MSCI index tracking developing-world currencies edged lower, with the South African rand and the Mexican peso leading the losses

In an exclusive interview, Unmesh Sharma, head of institutional equities, HDFC Securities, discusses FII flow, trade tariffs and market outlook

Stock market outlook: Several risks remain underappreciated or insufficiently priced, including high valuations and earnings downgrade risk in Indian equities, cautions Ashwin Patni of Julius Baer

Garre tells that improving macro conditions and lower earnings risk make this a good time to start evaluating bottom-up opportunities in quality midcaps

IMF's Gita Gopinath says emerging market central banks face more complex challenges amid Trump tariff shocks, capital flight risk and rate dilemmas

Going ahead, markets may maintain the prevailing recovery tone, with key support at 23,600-24,200 zone in Nifty and 77,800-79,850 zone in Sensex

Amanpreet Bajaj explained that the growth rate of some of the expansion markets, including India, is double that of the company's core market regions like the US, Canada, Australia, France, and the UK

Company's global unit case volume declines 1% in Q3

They said they expect further upside in emerging-market equities, with spillovers from China's growth in several countries such as South Korea, Malaysia and South Africa