Emerging Markets

Markets remain hypersensitive to exogenous shocks: Ashwin Patni

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

India holds the top spot in our EM playbook: Bernstein's Venugopal Garre

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

Trump's trade war tougher test for emerging markets than Covid crisis: IMF

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

Buy the dips or sell the rallies? Ajit Mishra reveals how to play markets

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

India is one of the fastest-growing emerging markets for Airbnb

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

Coca Cola flags slowdown in emerging markets, cites heavy monsoons in India

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

Mark Mobius follows Goldman bet on China boost for emerging market equities

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

Focus on increasing visibility in top-tier locations: Costa Coffee's Nair

Coffee, and more specifically, specialty coffee, is pretty much at a tipping point, Nair said

'Almost $1.3 trillion EV opportunity for emerging mkts, India at forefront'

Case studies from Mahindra Last Mile Mobility Limited and Battery Smart also found that manufacturing and infrastructure for EVs are increasing across the region

Rupee has been among the least volatile currencies since 2023: RBI governor

Our stated policy is to prevent excessive volatility of the rupee, said Reserve Bank of India governor Shaktikanta Das

India's equity lifeboat springs a leak: Highest outflows despite optimism

The benchmark S&P BSE Sensex has rebounded nearly 4 per cent from this month's lows but remains 1 per cent below its record highs

India's weight in MSCI EM Index hits 20%; RVNL, Dixon to get huge inflow

Analysts at Nuvama expect an inflow of $281 million in Dixon Technologies as a result, followed by Vodafone Idea at $278 million

Indian bond yields remain flat; traders eyeing debt auction, US jobs data

New Delhi aims to raise Rs 280 billion ($3.35 billion) by selling bonds through the weekly auction, including the liquid 15-year paper

Govt bond yield flat as traders expect inflows on Day 1 of index inclusion

Most Indian government bonds under the Fully Accessible Route (FAR) will be a part of the JPMorgan index. These papers have already seen inflows nearing $11 billion since the inclusion's announcement

JP Morgan India bond index inclusion impact: Weight cut likely for 3 EMs

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.

Is 5G-enabled FWA the answer to the monetisation prayers of Jio and Airtel?

The cost of more towers is more than neutralised by the low price the telcos paid for the spectrum. Spectrum used currently for FWA is 43 times more expensive than the millimetre band

Why did Chris Wood of Jefferies sell his holding in HDFC Bank stock?

Calendar year 2024 (CY24) will be a good year for 'quality stocks and bonds', according to analysts at Morgan Stanley. Stocks, they said, have priced in a 'perfect landing' scenario

MicroStrategy, Indian companies among 42 additions to MSCI indexes

In total, there are 42 securities to be added and 121 cut from the all-country world index

Capital cover drive: India's $100 billion knock evens score with China

Its capitalisation leapfrog surpasses South Korea and Taiwan, establishing dominance in EM pitch

Making a mark: GQG Partners EM Equity Fund a hit among US investors

Actively-managed fund gains currency among US investors