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
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
China's role as lender has complicated relief efforts
The sharpest pull-out was from India-dedicated funds (both ETF and non-ETF) was at $8 billion, followed by global emerging market (GEM) funds at $2.8 billion
High-grade issuers are benefitting from robust investor demand, although improvement in financing conditions is losing momentum
While the S&P BSE Sensex Index is near the most expensive on record, its premium over the MSCI EM Index is only around 45 per cent
By Martinne GelleSales in emerging markets rose 5.3 percent from the previous year, while developed markets rose 3.1 percent
Equity analysts have boosted the average profit forecast for companies in the MSCI Emerging Markets Index by 12.1 per cent in dollar terms since a low on June 1
Developed countries may be permanently ending austerity
The $1.5-billion Candriam SRI Bond Emerging Markets Fund has outperformed almost 90 per cent of peers in the past three years and screens for ESG factors
2020 underperformance narrows; Experts say going further outperformance could be a challenge
The IMF forecast a 2020 global contraction of 4.4% in its latest World Economic Outlook
Experts say EM market equities, currencies may remain weak unless there is positive news
Overall, remittances to the Asia-Pacific region will drop 12% in the second half of 2020 compared with the same period last year, Fitch Ratings said this month
The company is also preparing to exit two portfolio companies in the next 6-8 months
The better view reflects the strong economic pickup in recent months and the vast injection of public resources
August marked the 19th straight month of net cuts - the longest easing cycle for emerging market central banks since 2013
The gulf may even get wider if the pandemic leads to deeper recessions in the most disadvantaged countries
The current rally has an implied assumption that interest rates will remain permanently negative and inflation 'pick up, but this is quite unlikely
Analysis of Google data shows office visits have declined over the last month