India In Emerging Markets
Emerging markets face risk of policy error amid conflicting priorities
Emerging markets have witnessed an investor exodus this year despite having raised interest rates at an unprecedented pace
 "Emerging markets face risk of policy error amid conflicting priorities")
Tough for India to replicate the outperformance over EMs: Manish Gunwani
We have relatively strong growth and a healthy corporate earnings cycle as positives, but a worrisome current account deficit and high inflation as challenges, says Manish Gunwani.
 "Tough for India to replicate the outperformance over EMs: Manish Gunwani")
Indian stocks set to post their worst half-year performance in two years
Among sectors, the largest decline was seen in metal & information technology (IT) stocks, while relative outperformance was seen in auto counters
 "Indian stocks set to post their worst half-year performance in two years")
UBS bets on emerging markets; India among most preferred destination
Over the next three - six months, UBS believes earnings will be the main driver for EM equities outperformance
 "UBS bets on emerging markets; India among most preferred destination")
India-dedicated funds see inflows of $192 mn in March, AUM up 5.7%
Global emerging market funds saw inflows of $1.52 billion, taking the CY21 inflows of such funds to about $3.62 billion
 "India-dedicated funds see inflows of $192 mn in March, AUM up 5.7%")
Moody's downgrade of India's sovereign debt had been on cards for months
In comparative terms, India has been a laggard among Emerging Markets in 2020. The downgrade just makes the task of its economic recovery a little more daunting
 "Moody's downgrade of India's sovereign debt had been on cards for months")
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
 "India leads earnings growth hope in EM pack despite economic slowdown")
India avoids carnage in emerging markets as locals snap up stocks
The world's fastest-growing major economy is relatively insulated from trade risks due to its massive domestic market and burgeoning middle class
 "India avoids carnage in emerging markets as locals snap up stocks")
Why India is a preferred destination amid turmoil in emerging markets
Mumbai's $2.2 trillion stock market is primarily driven by investors at home
 "Why India is a preferred destination amid turmoil in emerging markets")
Global green bonds set to hit record levels, India to lead EMs: Moody's
According to the Moody's findings, cumulative green bond issuance in India has more than doubled to $6.5 billion
 "Global green bonds set to hit record levels, India to lead EMs: Moody's")
Bulls regain grip on markets
The Nifty pulled above 10,000, though it couldn't sustain those levels, after finding support at the 9,675-9,700 zone
 "Bulls regain grip on markets")
India cedes best-performing emerging market tag to South Korea
Expensive valuations and unattractive earnings growth are limiting further upside.
 "India cedes best-performing emerging market tag to South Korea")
