Here are the best of Business Standard's opinion pieces for Tuesday
The MSCI India Index has beaten a broader gauge of developing nation shares by about 5 percentage points in 2021
We show our weakness for declaring victory midway, as with Covid and Doklam, celebrate setback as victory, as at Depsang. And the old prickliness about foreign criticism remains, writes T N Ninan
EMs are often characterised by weaker institutions, says Norway
Inclusion in global indices would demand higher fiscal standards
Inflows into ETFs that invest in India stood at $120 million, up 25% over the previous week
The global setting is perfect for equities, but investors should have one eye on factors that could rattle the markets
Among these nations, the rise in core inflation is the highest in India
US elections have revived the yield hunt, granting much-needed breathing space to governments in developing economies
The digital taxation assumed significance since the US launched an investigation against various countries including India for levying digital tax on its companies
JPMorgan's measure of implied volatility for EM currencies had its biggest weekly drop since 2011
The surprise index has tended to be a leading indicator for the performance of developing-nation equities
Over the next year, we would expect Sensex and Nifty returns to be in line with their earnings growth
China, S Korea stocks outperform as restrictions are rolled back
The Sensex fell nearly 2,000 points, as foreign investors liquidated their investments for safe haven assets such as US bonds. As prices of bonds rise, yields fall.
Over the last 12 months, MSCI India has remained flat, while MSCI EM has slid 1.5%
ETFs, which invest in Hong Kong-listed Chinese stocks, saw outflows of nearly $1.4 billion - most among Ems
Investors pulled out $2.7 billion out EM stocks funds BofA's latest data crunching showed. The sugar-rush into bond funds attracted another $18 billion
Satish Betadpur says polarisation in Indian equities will continue until the investment climate changes and companies get back their pricing power
Analysts expect the renewed geopolitical worries to remain for a couple of days, lending support to the crude oil price and taking a toll on emerging market currencies, including the rupee