Gap narrows by 25% since October; better growth prospects underpin valuations
Earlier in November 2022, Morgan Stanley had reiterated its stance on the Indian markets and said that the bull-run remained intact. Back then, they expected the Sensex to hit 80,000 levels by Dec '23
The brutal selloff induced by the report has not only had an impact on Gautam Adani's personal wealth but also reduced India's weighting in MSCI's emerging-market benchmark
China's relaxation of its zero Covid-19 policy will benefit emerging markets (EM) that are exposed to China's consumption, said S&P Global Ratings in a report.
The measures, overall, will push private capex higher at a time when the global economy is facing recessionary headwinds, says Andrew Holland
Some 15% of low-income countries are estimated to be already in debt distress and 45% more are at high risk of getting there, with 1-in-4 emerging market economies also at high risk
Known for his successful efforts in restructuring the erstwhile Unit Trust of India into UTI AMC and Specified Undertaking of UTI (SUUTI), Meleveetil Damodaran chaired Sebi from Feb 2005 to Feb 2008
Only one among BRIC countries to have cut leverage to levels to pre-pandemic levels
Emerging markets have witnessed an investor exodus this year despite having raised interest rates at an unprecedented pace
Among developing nations, India has overtaken China as the most popular emerging market, having climbed to No. 2 in 2022 from No. 9 in 2014.
Trade spats could cut 1.5% from global GDP; 3% in Asia
Inflation woes, recession fears, the rising cost of capital, and elevated levels of uncertainty driven by geopolitical tensions have weighed down the PE/VC activity in 2022
In a report, Moody's said next year will present a challenging backdrop for EMs
Indian markets are holding on despite ongoing global chaos, thanks to supportive cyclical and structural factors, says Surana
Siddharth Mittal, CEO & MD, Biocon, elaborates on his plans to grow this business further
Indian currency at 1-month high on FPI flows, weak dollar
Company has invested in more than 17 start-ups in India, has almost 30% of its global team in country
Excluding the strong US show led by Revlimid, Q2 was a mixed bag
If not for inflows from India-dedicated funds, the FPI outflow tally in September would have crossed $2 billion.
Corporate borrowers across developed markets also vulnerable to higher rates