Emerging Markets

Economic Affairs Secretary Anuradha Thakur said heavy government borrowing and rising AI investment are increasing global demand for capital and pushing up its cost

Sunanda Sen's new book challenges financial liberalisation, arguing that volatile capital flows can constrain policymaking and undermine industrial development in emerging economies

It is best for the investors miss the India IT pack bus as we believe with the adoption of AI, our IT services companies' revenue models will have to undergo a reset, Irani said.

South Korea's Kospi erased Monday's 8.3 per cent drop, continuing the wild swings that have pushed its 10-day rolling volatility to an annualised 81 per cent

Fund flow data points to deterioration in risk appetite towards EM & commodity-linked themes, says Elara Capital

RBI also intervened in onshore and offshore markets, buying ₹1 trillion ($11B) in bonds on March 6 to curb rupee losses

The January inflow in Gold ETFs exceeded the net investment in equity schemes last month, which stood at ₹24,028.59 crore

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