Page 5 - Emerging Market

Goldman Sachs expects Nifty to scale 13,000-mark by December 2020

While the outlook generally is positive for 2020, there are two key risks that could weigh on the performance

Market outlook 2020: Global fund managers remain bullish on EM equities

Morgan Stanley has raised their stance on EM equities to equal-weight from underweight and maintains an overweight stance on Japan in a global equities context

India leads earnings growth hope in EM pack despite economic slowdown

The consensus earnings per share (EPS) growth estimate in 2020 for the Indian market is 20.3 per cent, while the same for the EM pack is 14.1 per cent

EM equities to outperform global peers in the next decade: Morgan Stanley

Analysts at Jefferies, however, have a contrasting view and suggest EM debt to be a better bet than equities as things stand

Cadila Healthcare recovers on India, emerging market sales forecast

Restructuring and consumer acquisition to be key drivers of revenue

Market tanks despite policy measures; brokerages stay cautious on earnings

Since the presentation of the Budget in July, markets have mostly been a one-way street with the Nifty50 slipping over 8%

Brazil, Indonesia expected to lead emerging-market comeback in 2019

Equities, currencies and bonds of developing economies have found a floor and will likely outperform their developed-nation counterparts in 2019

Regaining lost ground: India among best-performing emerging markets in Nov

In November, India's dollar return was only bettered by Indonesia at 7.3 per cent

Emerging market bulls starting to overtake the bears, says survey

Latin America eclipsed Eastern Europe, the Middle East and Africa as the region with the best prospects for currencies and bonds

Rout in emerging markets nearing a turning point: Franklin Templeton

JPMorgan Asset Management and Man Group are among those expecting further strength. Others such as DoubleLine Capital's Jeffrey Gundlach see a decline by year's end

Cross-currents affecting India

In the current emerging markets turmoil, India is seen as a safe haven

Trump-Kim summit, Fed to drive emerging markets investors' sentiments

Trump said he may sign an accord with Kim to formally end the Korean War after almost 70 years.

Will EM investors bet on India again? A lot depends on RBI policy this week

Emerging markets also face near-term risks from US protectionism, according to NatWest Markets

Why is India underperforming?

Once we get over current uncertainties, investors will return as India is the only long-term growth story

India worst-performing emerging market in past one month

ICICI Securities says the recent weakness is over 'concerns that are short-term in nature and are not structural impediments to growth, thereby providing entry points to long-term investors'

Emerging-market rally is just the beginning, top investors say

Developing-nation stocks have jumped 28 per cent this year, poised for the best annual gain since 2009, as they approach all-time highs

India top draw for global PE investors: Survey

India has emerged as the most attractive emerging market for GP (global partners) investment over the next 12 months, according to a recent survey by EMPEA, a global industry association for private capital in emerging markets. India is followed by Southeast Asia and Latin America (excluding Brazil). India was ranked as low as ninth in the survey's market attractiveness rankings in 2013 but has been steadily climbing the ranks. EMPEA's Global Limited Partners Survey features views of 127 representatives from 106 limited partners (LPs) on the emerging markets private equity (EM PE) asset class.Over the past four years, LPs' satisfaction with the performance of their EM PE portfolios has gradually declined. Only 10 per cent of respondents indicate that their portfolios have exceeded expectations, compared to 16 per cent in 2014. LPs are most bullish on Emerging Asia-focused funds. The highest percentage of respondents believe that 2016-vintage PE funds focused on Southeast Asia, China .

Inflows into emerging mkts rise most in 21 months

Foreigners are estimated to have pumped $36.8 billion into emerging market (EM) stocks and bonds in March, the highest monthly inflow in nearly two years, the Institute of International Finance said on Tuesday.The Washington-based body, one of the most authoritative trackers of foreign capital flows to and from the developing world, said in a note that all four emerging market regions had received inflows, with Asia topping the list with $20.6 billion.The inflow, the highest since June 2014, follows $5.4 billion received in February and is substantially above the 2010-2014 average of $22 billion, the IIF said.Bonds took in $18.9 billion and equities $17.9 billion, the data showed.Latin America, which had been shunned by investors in recent months, took in $13.4 billion, the data showed, with equities in crisis-hit Brazil receiving over $2 billion "helped by attractive valuations and rising hopes for political change".But the inflow surge may have ground to a halt, the group said, predi