Msci Em

India's weightage in the key MSCI Emerging Markets index fell below the 20 percent mark as the ongoing correction weighed on stocks' market-caps.

Chart of the day | India’s under-performance over EMs may be due for a reversal

A long term analysis of India's markets versus an EM benchmark shows severe under-performance is followed by a reversal

One should be a paranoid bull right now: Udayan Mukherjee

Speaking to CNBC-TV18, Consulting Editor Udayan Mukherjee said marquee companies have been disappointing so far in the first quarter of FY17. The trader has to be bullish now. If you are bullish, you should be a paranoid bull, he said. Because may pieces of the puzzle aren‘t looking comfortable.

Modi magic! Sensex, Nifty up 6-9% in 2 yrs but midcaps soar 44%

In the one year-period, from May 16 2014 the Sensex gained 15 percent while the Nifty climbed 16 percent. However, the indices fell off the cliff soon as Modi's magic began to dwindle in the year BJP formed government with Narendra Modi as the Prime Minister.

India remains preferred market for investors: JP Morgan

In a survey at brokerage's Emerging Markets Credit and Equity conference, EM equities received most votes for best performing asset class in 2016, says Mowat, adding India remains the preferred market.

Investors take a second look at EM as China fears cool

But a growing number are now arguing that the supposed weakness -- largely fueled by fears of slower Chinese growth -- is overblown and recent market declines are more of a buying opportunity than a reason to sell.

Revealed: The world's cheapest emerging market

The valuation gap between MSCI World Index - which tracks 23 developed markets and MSCI Emerging Markets is now at its widest point since before the global financial crisis.

JP Morgan sees confidence in EM rising, overweight on India

Adrian Mowat, JP Morgan said the brokerage re-iterated overweight on India, he said, adding reform is progressing and it remains reasonable to forecast faster growth in H2 2015.

See more upside in emerging markets, buy on dips: JPMorgan

“We see more upside than downside in emerging markets. We see current weakness as an opportunity to buy our overweight markets,” says Adrian Mowat, JPMorgan.