Emerging Market Equities

MSCI’s index for stocks in developing nations rose the most in three weeks, partially buoyed by earnings and a rally in Chinese shares as weak data fueled hopes for stimulus. Still, the gauge is set to post its first monthly losses since January

Underweight on EMs but upbeat on Indian IT: Rob Aspin

The house is underweight emerging market equities and Asian equities, and would rather focus more on US and European market at this juncture says Rob Aspin of StandChart Bank.

Recovery in developed markets could decide fate of EMs

KR Bharat of Advent Advisors, says that much of the recent upswing in Indian equities was purely liquidity driven, and as the bigger economies recover, investor focus will shift there.

Stable Re, monsoon, corp nos positives for India: JPMorgan

Adrian Mowat of JPMorgan says stability in currency and good monsoon will be a positive for India. The corporate sector too has come out with decent set of numbers so far despite it being a fairly choppy period.

US mkts lure EM funds; global bourses price in QE end: Citi

John Woods, MD and chief investment strategist- APAC, Citi Private Bank told CNBC-TV18 that US markets have started to lure EM funds and global bourses begun pricing in the end of QE.

Developed or emerging stocks - Who will win in 2013?

Developed and emerging market equities were locked in a tight race in 2012, both generating double-digit returns of up to 15 percent, however, this year asset managers expect a clear winner.

Pressure on emerging markets may go on until June: EM Cap

Seth R Freeman of EM Capital Management says he doesn‘t believe that a Greek exit from the euro zone will have such a large impact as envisaged by some analysts.

Rally due to positive data; book profits post bounce: HSBC

Arjuna Mahendran, managing director and head of investment strategy for Asia at HSBC Private Bank (Suisse) tells CNBC-TV18 that investors should look at booking profits on a 10% rally in equities.

EM equities 'darling' of investors for 2012: EPFR Global

Going into 2012, Brad Durham, managing director of EPFR Global says emerging market equities have materialized as the darling asset class of investment banks and market forecasters.

EMs to face serious macro eco issues this yr: JPMorgan

2010 saw a lot of fund flows into emerging markets, with most markets outperforming. However, Adrian Mowat, Chief Asian and Emerging Equity Strategist at JP Morgan said he expected 2011 to be a choppy year for emerging markets. "Emerging markets may face serious macro economic issues," he said.