EM EQUITY

The rise of Taiwan and India is allowing investors to better diversify by betting on artificial intelligence chipmakers and the infrastructure boom coming from Modi’s programs to modernize the country. As the US rate cycle peaks out, having attracti...

Equity markets continue to scale new highs and trade at rich valuations. Small & Midcap stocks continue to trade at expensive valuations, which is a sign of caution.The Nifty 100 Index is trading at 22x 12-month forward earnings, Nifty Midcap 150 is...

​The markets have been buoyant for all these reasons and we are also likely going to see a lot of corporate profitability surging ahead because there has been a general demand recovery post the lull we have seen the last three-four years particularl...

While the market did react sharply to a scare of discontinuity against single-party-majority system which we witnessed for the last decade, it soon corrected upon assessing the construct of the new coalition and the structure of cabinet which clearl...

The economic environment remains on a sound footing, as reflected in the various indicators (PMIs, GST, CAD, Forex Reserves, etc.), and so does the overall corporate earnings momentum, which is also supporting the buoyancy.

FPIs infused Rs 7,900 crore into Indian equities, raising the total to Rs 1.16 lakh crore in 2023. June saw a Rs 26,565 crore inflow with political stability. Milind Muchhala noted US bond yields' impact. Geojit's Vijayakumar cited buying in telecom...

Expected Federal Reserve interest-rate cuts are poised to benefit two key emerging markets: China and India. Survey respondents expressed a preference for Chinese stocks due to their attractive valuations and anticipated policy shifts. Indian shares...

Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Ca...

The Emerging Market funds that have been doing well have been very overweight in India and they may not feel comfortable in increasing that overweight. The Indian bull market is very much a story of strong domestic fundamentals and a robust savings ...

Morgan Stanley's Asia CEO Gokul Laroia discussed Indian elections, markets, and risks with Nishanth Vasudevan before an investor conference.

Most investors are best served by investing into diversified equity funds, where fund managers will express their conviction on sector/themes stocks, with graded underweight/overweight calls.

Kotak Institutional Equities analyzes the Indian market's optimism and sector valuations, predicting market reactions to BJP and NDA outcomes with a focus on corrections in specific sectors and the stability of major indices.

Foreigners pulled money from emerging markets in April, with outflows from Indian and Indonesian stocks leading to a -$0.7 billion net outflow. China equities also saw small outflows in April.

MSCI's reshuffle on May 15 may eject Paytm from the MSCI Global Standard index, potentially attracting $2 billion from passive funds. Nuvama estimates 12 stocks to join, with inflows ranging from $144 million to $224 million each.

Amit Sachdeva from HSBC Securities discusses market strategies, positive outlook on Indian market, manufacturing growth, and sectoral preferences. Despite challenges, anticipates market growth with a focus on robust sectors and balanced investments ...

Investors remain bullish on India's stock market performance under Prime Minister Narendra Modi's govt, anticipating stability, growth, and continued attractiveness to global funds. Modi's focus on manufacturing, infrastructure, and addressing elect...

Aditya Sood of InCred Asset Management anticipates high market valuation with strong earnings growth in Nifty50 companies. India's stock market premium valuations are supported by superior ROE and high growth potential over the next decade. Sood say...

UBS upgraded Eicher Motors to Buy with Rs 5,000 target, addressing competition concerns. Jefferies started Buy on Syrma SGS, Hold on Kaynes Technologies. Nomura has positive views on OMCs. B&K recommends Buy on Hindustan Foods for strong growth and ...

India's weightage in the MSCI EM index has significantly increased from 6.4% to 16.3% over the past decade. The rising allocation to India in global equity indices is expected to continue if the economy maintains its resilience and healthy growth pa...