Emerging Markets (em)

The S&P 500 index has dropped 20 percent so far in 2022. Meanwhile, the S&P BSE Dollex (the dollar-denominated version of S&P BSE 200) has fallen only 10 percent since January.

Chart of the Day: Nifty valuations can withstand inflation up to 8%

According to a Credit Suisse analysis, if inflation goes above 8%, then the stock market will de-rate fast.

Possible impact of Fed’s rate hike on Indian markets

Indian economy is now on a much stronger footing and rate hikes may not be all negative for equity markets

Foreign investors dash into emerging markets at swiftest pace since 2013

Money is expected to continue pouring into the asset class in 2021, with several analysts forecasting a bumper year of inflows

Rupee staring at 70/$: Is this 2013 all over again?

We don’t see the current depreciation in rupee as a crisis situation yet and hence comparison with 2013 is totally unwarranted.

Indian stocks to do well in 2017; no global trade war: AMP Cap

Indian stocks will do better this year after a year of underperformance. Narendra Modi's policies too are on the right path and demonetisation over the longer-term will yield positive results

Dalton Cap checks boxes for domestic cos & industrials

Biggest risk to the market is lack of FII inflows because post Brexit, there could be leadership changes in the UK which could lead to a risk-off, especially for emerging markets, so one must position oneself accordingly, says UR Bhat, Director, Dalton Capital Advisors.

Deep correction unlikely in US; overweight on India: Nomura

Within the Asian region ex-japan, Michael Kurtz Chief Asia Equity Strategist, Nomura is worried about the Chinese growth but is optimistic on India.

See limited downside for Asian EMs: John Woods

John Woods of Citi Private Bank, sees limited downside for Asian emerging markets (EMs) and expects some sort of recovery from Q3 onwards. North Asian markets like Taiwan, Hong Kong, Singapore as a function of exports and uptick of growth in United States will see bottoming out first.