Page 7 - Emerging Markets

Only time will tell who is right, bullish markets or bearish commentators

Even if investors disagree, they must not dismiss the signals the markets are sending

Goldilocks year awaits emerging markets defying Covid-19 pandemic rout

Underpinning the recovery is a resurgence in foreign-investor interest

Cheap money does not mean more capital flows

Cross-border capital flows do not just get driven by interest rates; plumbing and savings patterns may matter more

India's 10-year growth one of the biggest laggards in Asia, EM peers

The data for East Asia & Pacific, excludes high income countries such as Japan, South Korea, Taiwan, Hong Kong, Australia, and New Zealand

Indian equities seen lagging other EM peers in the next few months

UBS, Credit Suisse see emerging markets doing well next year, but expect India to underperform, given its rich valuations

Rally 2.0 underway for emerging markets as stocks add $8 trillion

Investors' risk appetite got a boost after Joe Biden's US presidential win and successes in vaccine development, pushing the benchmark MSCI gauge toward its best month since March 2016

Global fund managers expect emerging markets to outperform in 2021

While the S&P500 index of the US is the best-performing, with gains of 10 per cent, the MSCI EM index has gained 8.5 per cent year-to-date

Extremely bullish outlook for emerging markets: JPMorgan's Gabriela Santos

Gabriela Santos, a global market strategist at the firm's investment arm, said the asset class will benefit from a cyclical recovery in the global economy, buoyed by advances in Covid-19 vaccines

Reforms create room for higher foreign allocation to India: Morgan Stanley

Equity strategist says improved hopes on growth may be an opportunity for those who had pared their India bets in recent years

We have about a year until markets once again become frothy: Jan Dehn

DEHN, head of research at Ashmore Group, tells Puneet Wadhwa in an interview that this is a good time for investors to shift to cyclical stocks

India's G-secs one of most developed among emerging markets, says RBI

The central bank study says secondary market volume needs to improve

US poll result: India to be one of the gainers despite demanding valuations

Emerging Markets including India could offer a more compelling opportunity than developed markets.

Three data points to gauge sentiment towards EMs after election results

A stronger greenback will reduce the allure of developing-nation assets

Emerging mkt stocks swing between gains and losses ahead of US poll verdict

For Dhiraj Bajaj, head of Asia fixed income at Lombard Odier, growing expectations of a Trump victory or a Biden win without a Democratic sweep, means the upside for emerging markets will be capped.

Emerging market ETFs see outflows after four weeks ahead of US elections

US-listed EM ETFs that invest across developing nations, as well as those that target specific countries lost $103 million in the week ended October 30

Recovery hopes, US poll optimism propel indices; Sensex jumps 504 points

The Nikkei Manufacturing Purchasing Managers' Index (PMI) rose to 58.9 in October - the highest since May 2010 - igniting hopes of a strong recovery in the economy

India is odd one out in a favourable view of Emerging Asia: Cameron Brandt

With growth in developed markets under pressure from the rising Covid-19 caseload, investors will keep paying more attention to emerging markets, says Brandt

In Covid-hit world, emerging market stocks are a haven for global investors

The MSCI Emerging Markets Index is up about 3.5% this month, compared with a 1.4% slump in the MSCI All-Country World Index

FIs to turn discriminatory in 2021 while investing in emerging mkts: Nomura

While overall FII sentiment has been positive, thanks to the low interest rate regime, analysts say India has managed to bag more than its fair share of overseas flows du to record capital raising

A new global debt crisis

China's role as lender has complicated relief efforts