Moneycontrol PRO
HomeNewsEmerging markets

Emerging Markets

Jump to
  • India is at a premium over EM peers, but that's hardly a signal to sell

    India is at a premium over EM peers, but that's hardly a signal to sell

    India is at a premium over EM peers, but that is hardly a signal to sell

  • India trails EMs by widest margin in 15 years. Can the tide turn?

    India trails EMs by widest margin in 15 years. Can the tide turn?

    With Jefferies flagging the sharpest 12-month underperformance, investors eye policy reforms and demand revival for a market comeback.

  • GQG, BlackRock, Invesco see $1 billion in outflows from EM funds, India-dedicated funds lose steam

    GQG, BlackRock, Invesco see $1 billion in outflows from EM funds, India-dedicated funds lose steam

    Emerging market fund inflows slowed amid geopolitical tensions, with key players seeing major redemptions, while gold and junk bond funds outperform.

  • Despite April rebound, India equities trail emerging markets in 2025 so far 

    Despite April rebound, India equities trail emerging markets in 2025 so far 

    So far this year, the MSCI India index has risen just 2.33 percent, compared to a robust 9 percent gain in the MSCI Emerging Markets index. This divergence marks India’s first relative underperformance since 2020.

  • Emerging Markets Equity Funds inflows hit seven-week high; Japan Equity Funds suffer record-setting redemptions

    Emerging Markets Equity Funds inflows hit seven-week high; Japan Equity Funds suffer record-setting redemptions

    Collective flows for all EPFR-tracked Emerging Markets Equity Funds hit a seven-week high going into the final days of May.

  • Short Call | Emerging markets reeling as Trump's return spark inflation fears; BSE, Axis Bank in focus

    Short Call | Emerging markets reeling as Trump's return spark inflation fears; BSE, Axis Bank in focus

    “In the short run, the market is a voting machine. In the long run, it is a weighing machine” - Benjamin Graham

  • Shaktikanta Das spots five global divergences as world battles 'unprecedented shocks'

    Shaktikanta Das spots five global divergences as world battles 'unprecedented shocks'

    To counter challenges post the pandemic, the world saw 'synchronous tightening' in response to shocks, Governor said. While these steps have ensured a global economic soft landing, but the risk of inflation is coming back, he added.

  • Chart of the Day | Unpacking the reasons behind India's funds outflow

    Chart of the Day | Unpacking the reasons behind India's funds outflow

    While there is speculation that funds are moving from India to China, the data don't support this hypothesis.

  • IT companies bet big on India, Middle East for the next phase of growth

    IT companies bet big on India, Middle East for the next phase of growth

    According to data from UnearthInsight, revenue share of emerging markets have gone up to 19.6% in FY24 up from 15.5% in FY14 and is expected to touch 22.2% in FY30. Most top IT companies reported double digit growth in revenue share from these markets.

  • Short Call | The other side of emerging markets; Wipro, Sunteck Realty, JustDial in focus

    Short Call | The other side of emerging markets; Wipro, Sunteck Realty, JustDial in focus

    "When you consider the sheer magnitude of investable equities to choose from in the world's emerging markets, you realize that finding one that looks attractive enough to warrant investing your faith and assets in is as formidable a task as finding a needle in a haystack." - Mark Mobius

  • Crypto world awaits Bitcoin's next move as global adoption grows

    Crypto world awaits Bitcoin's next move as global adoption grows

    Bitcoin has shown little movement in recent months. After a strong start to the year, it has remained stagnant. Since July, the cryptocurrency fluctuated between $56,000 and $63,000.

  • Sensex, Nifty fall middle of the pack globally; second-worst among emerging markets

    Sensex, Nifty fall middle of the pack globally; second-worst among emerging markets

    After South Korea, the Nasdaq experienced the steepest decline, falling by 3.5 percent. This was followed by the S&P 500 and Nikkei, which dropped by 2.8 percent and 2.5 percent, respectively.

  • India to shine among EMs if US Fed trims interest rates: Kotak Equities

    India to shine among EMs if US Fed trims interest rates: Kotak Equities

    If Fed chair Powell hints at lowering rates on July 31, emerging markets, particularly India, could see increased investment, say Kotak analysts

  • Sovereign wealth funds are turning bullish on emerging markets, Invesco survey shows

    Sovereign wealth funds are turning bullish on emerging markets, Invesco survey shows

    Two thirds of the respondents expect emerging-market returns to match or beat those from developed markets over the next three years, with non-western SWFs more keen on the relative outperformance of developing assets, according to the survey conducted among 83 sovereign wealth funds and 57 central banks during the first quarter of 2024.

  • Sensex, Nifty best in emerging pack this year after record run

    Sensex, Nifty best in emerging pack this year after record run

    Indian indices have surged nearly 10 percent in dollar terms this year, beating major emerging markets, but Wall Street has outperformed India on YTD basis.

  • India poised to replace China as largest market in EM index: Morgan Stanley's Jonathan Garner

    India poised to replace China as largest market in EM index: Morgan Stanley's Jonathan Garner

    India's ROE is one of the highest in global markets. Only the United States has a higher ROE than India, whereas China's ROE has approximately halved over the past decade, according to Garner.

  • Fund flows to EMs, India in particular, can benefit from emerging macro trends

    Fund flows to EMs, India in particular, can benefit from emerging macro trends

    Further data showing stable US economic activity with declining inflation will be supportive of softening bond yields and short-term interest rates and a weakening of the US dollar, all of which are positive for emerging market flows

  • Mark Mobius says market volatility driven by election uncertainty, everyone emotionally involved

    Mark Mobius says market volatility driven by election uncertainty, everyone emotionally involved

    Addressing the substantial outflow of Foreign Institutional Investor (FII) money, Mobius noted that the uncertainty surrounding election results is causing FIIs to pull out money

  • These emerging markets have healthy buffers against US dollar shock

    These emerging markets have healthy buffers against US dollar shock

    More than a dozen emerging-market currencies have tumbled versus the greenback this month, as the Federal Reserve looks poised to keep interest rates higher for longer.

  • Mark Mobius prefers India over China; says infra, PSU firms could be economy's growth engines

    Mark Mobius prefers India over China; says infra, PSU firms could be economy's growth engines

    India is increasingly becoming a logical choice for investors globally amid a slowdown in China, says Mark Mobius. However, markets are yet to witness a significant shift in investment flows from China to India, he said

  • Foreign funds will be compelled to invest in Indian equities; Jefferies’ Chris Wood explains why

    Foreign funds will be compelled to invest in Indian equities; Jefferies’ Chris Wood explains why

    Chris Wood explains that Indian equities are under owned among emerging market active funds since 2014

  • China's loss is India's gain, Mark Mobius bets more investments coming

    China's loss is India's gain, Mark Mobius bets more investments coming

    In a first since 1988, China's foreign direct investment for the September quarter turned negative.

  • How will the surge in US bond yields rub-off on other asset classes?

    How will the surge in US bond yields rub-off on other asset classes?

    US bond yields have reached the highest level since 2007. Interestingly, in a break from tradition, gold and crude prices are also rising along with the yields, thanks to the global geopolitical uncertainties.

  • Higher interest rates are making equity yields look unappetising

    Higher interest rates are making equity yields look unappetising

    The S&P 500 earnings yield is now below the US treasury yield. This has happened for the first time this century

  • India shines as global investors flock to large-cap stocks

    India shines as global investors flock to large-cap stocks

    Emerging markets saw negative trends in the last six weeks, with $7.6 billion in outflows from Global Emerging Markets (GEM) funds.

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347