Page 2 - Emerging Markets

'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

Soaring markets: India on verge of reclaiming fourth spot once again

The market capitalisation of small-and-midcap companies accounts for over a third of the total value of the Indian stock market

Bloomberg to include India's FAR bonds in EM local currency govt index

The index would encompass 34 Indian securities and represent 7.26% of a $6.18 trillion index on a market value-weighted basis

March Fed pivot ruled out, May rate cut less likely: Vikram Sahu

Sahu says the US elections and Fed pivot will benefit emerging markets (EMs) this year

OECD marginally raises India's GDP growth forecast to 6.2% for FY25

For FY26, OECD has kept its growth forecast for India unchanged at 6.5 per cent

Overseas funds pullout exceeds $3 bn in Jan amid geopolitical uncertainty

Highest in 12 months; Most among EM peers; Rising bond yields trigger risk off bets

Waiting for correction not right approach for India: Amundi group CIO

The US market is pricing in a perfect environment - anticipating inflation to recede to 2 per cent and the Federal Reserve to substantially cut interest rates, Mortier said

Cities: Trapped in central planning

India's urban policy continues to follow old-style bureaucratic control, leading to dysfunctional and ugly cities. An overhaul is urgently needed

Indian bonds may be included in Bloomberg EM index from September

The proposal comes just a few months after JPMorgan said it would include India in its widely tracked emerging market debt index from June