Page 3 - Emerging Market

Surprise index signals emerging market stocks rally may have more legs

The surprise index has tended to be a leading indicator for the performance of developing-nation equities

Foreign investors have been cautious about emerging markets: Raychaudhuri

Over the next year, we would expect Sensex and Nifty returns to be in line with their earnings growth

Covid-19: Lockdown exit plans highlight divergence in emerging markets

China, S Korea stocks outperform as restrictions are rolled back

10-year bond yields at decade-plus low; rupee falls as oil prices crash

The Sensex fell nearly 2,000 points, as foreign investors liquidated their investments for safe haven assets such as US bonds. As prices of bonds rise, yields fall.

India's market cap-to-GDP now below long-term average of 76%: Report

Over the last 12 months, MSCI India has remained flat, while MSCI EM has slid 1.5%

Global markets got knockout blow last week from emerging market ETFs

ETFs, which invest in Hong Kong-listed Chinese stocks, saw outflows of nearly $1.4 billion - most among Ems

Investors dump emerging market stocks, hoard bonds amid coronavirus angst

Investors pulled out $2.7 billion out EM stocks funds BofA's latest data crunching showed. The sugar-rush into bond funds attracted another $18 billion

EMs look attractive in 2020 from a valuation standpoint: Satish Betadpur

Satish Betadpur says polarisation in Indian equities will continue until the investment climate changes and companies get back their pricing power

US-Iran tensions send oil prices soaring, rupee may have a tough year ahead

Analysts expect the renewed geopolitical worries to remain for a couple of days, lending support to the crude oil price and taking a toll on emerging market currencies, including the rupee

Goldman Sachs expects Nifty to scale 13,000-mark by December 2020

While the outlook generally is positive for 2020, there are two key risks that could weigh on the performance

Market outlook 2020: Global fund managers remain bullish on EM equities

Morgan Stanley has raised their stance on EM equities to equal-weight from underweight and maintains an overweight stance on Japan in a global equities context

India leads earnings growth hope in EM pack despite economic slowdown

The consensus earnings per share (EPS) growth estimate in 2020 for the Indian market is 20.3 per cent, while the same for the EM pack is 14.1 per cent

EM equities to outperform global peers in the next decade: Morgan Stanley

Analysts at Jefferies, however, have a contrasting view and suggest EM debt to be a better bet than equities as things stand

Cadila Healthcare recovers on India, emerging market sales forecast

Restructuring and consumer acquisition to be key drivers of revenue

Market tanks despite policy measures; brokerages stay cautious on earnings

Since the presentation of the Budget in July, markets have mostly been a one-way street with the Nifty50 slipping over 8%

Brazil, Indonesia expected to lead emerging-market comeback in 2019

Equities, currencies and bonds of developing economies have found a floor and will likely outperform their developed-nation counterparts in 2019

Regaining lost ground: India among best-performing emerging markets in Nov

In November, India's dollar return was only bettered by Indonesia at 7.3 per cent

Emerging market bulls starting to overtake the bears, says survey

Latin America eclipsed Eastern Europe, the Middle East and Africa as the region with the best prospects for currencies and bonds

Rout in emerging markets nearing a turning point: Franklin Templeton

JPMorgan Asset Management and Man Group are among those expecting further strength. Others such as DoubleLine Capital's Jeffrey Gundlach see a decline by year's end

Cross-currents affecting India

In the current emerging markets turmoil, India is seen as a safe haven