Emerging Markets
InCred Wealth's 2026 game plan: Staggered bets on equities, metals
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
 "InCred Wealth's 2026 game plan: Staggered bets on equities, metals")
Morgan Stanley's bull-case scenario: Sensex at 107,000 by December 2026
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
 "Morgan Stanley's bull-case scenario: Sensex at 107,000 by December 2026")
India market darling no more, trails global emerging market peers
Light FPI positioning seen as bullish sign as HSBC, Goldman turn overweight India
 "India market darling no more, trails global emerging market peers")
Indian equities' decade-long outperformance with emerging market narrows
After a decade of outperformance, Indian equities have entered a consolidation phase with peers such as China and Taiwan regaining momentum, says Motilal Oswal
 "Indian equities' decade-long outperformance with emerging market narrows")
Active EM funds on track for best run since 2017, India lags peers
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
 "Active EM funds on track for best run since 2017, India lags peers")
Bira in talks to raise $132 mn in record fundraising; GEM among suitors
Bira is in talks to raise $50 million via the equity route from alternative investment group GEM, and another $82 million via structured credit
 "Bira in talks to raise $132 mn in record fundraising; GEM among suitors")
Foreign investors should turn positive on India by early 2026: Sujan Hajra
The upward revision in RBI's FY26 growth forecast signals strong confidence in India's domestic economic momentum which has consistently beaten expectations
 "Foreign investors should turn positive on India by early 2026: Sujan Hajra")
Private credit is on course for its biggest year in emerging markets
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
 "Private credit is on course for its biggest year in emerging markets")
India's weight in MSCI EM index declines to 2-year low at 16.21%
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
 "India's weight in MSCI EM index declines to 2-year low at 16.21%")
Foreign investors slash India allocations in July, shift to China & Korea
Most emerging market funds are underweight on India, according to Nomura
 "Foreign investors slash India allocations in July, shift to China & Korea")
Emerging market assets weighed down by Trump's blanket tariff threat
The MSCI index tracking developing-world currencies edged lower, with the South African rand and the Mexican peso leading the losses
 "Emerging market assets weighed down by Trump's blanket tariff threat")
Oil, trade deal concerns priced in by markets: Unmesh Sharma, HDFC Sec
In an exclusive interview, Unmesh Sharma, head of institutional equities, HDFC Securities, discusses FII flow, trade tariffs and market outlook
 "Oil, trade deal concerns priced in by markets: Unmesh Sharma, HDFC Sec")
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
 "Markets remain hypersensitive to exogenous shocks: Ashwin Patni")
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
 "India holds the top spot in our EM playbook: Bernstein's Venugopal Garre")
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
 "Trump's trade war tougher test for emerging markets than Covid crisis: IMF")
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
 "Buy the dips or sell the rallies? Ajit Mishra reveals how to play markets")
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
 "India is one of the fastest-growing emerging markets for Airbnb")
Coca Cola flags slowdown in emerging markets, cites heavy monsoons in India
Company's global unit case volume declines 1% in Q3
 "Coca Cola flags slowdown in emerging markets, cites heavy monsoons in India")
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
 "Mark Mobius follows Goldman bet on China boost for emerging market equities")
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
 "Focus on increasing visibility in top-tier locations: Costa Coffee's Nair")
