Page 11 - Emerging Markets

Up in the air: Emerging-market rebound uncertain as Covid-19 runs riot

Economies are shrinking and central banks are getting low on firepower

India's one-year returns turn positive, lag global peers: Morningstar

While the past three-month returns for the Indian markets have been strong, the one-year underperformance is on account of relatively weak GDP growth forecasts, said experts

Covid-19 pandemic to trigger deglobalisation. Can India be the next China?

According to Nomura, unconventional monetary policies will be the new normal, reducing the urgency for fiscal austerity

S&P predicts 4.7% slump in emerging market growth, warns of permanent scars

The firm said the downward GDP revisions mostly reflected the overall worsening pandemic for many emerging markets

Down they go: 37 emerging markets cut rates for 17th month in a row

June marked the 17th straight month of net cuts - the longest easing cycle for emerging market central banks since 2013

Motorcycle segment to outperform other auto verticals amid Covid-19: Fitch

'While we forecast that India's motorcycle sales will contract by 23.7 per cent year-on-year in 2020-21, we expect motorcycle production to contract by just 16 per cent year on year," it said

Global fund managers cautious on equities; geopolitics, Covid-19 key risks

A record 78% of investors surveyed by BofA Securities believe markets are most 'overvalued' since 1998

Sustainability of ongoing rally doubtful, recovery next year: HSBC survey

Over a half of those surveyed said they were holding more than 5 per cent of their AUM in cash. Also, 51 per cent of the respondents do not plan to change the level of their cash holdings in the near

Environmental, social and governance theme sees uptick in emerging markets

Of the 140 companies that responded to a survey conducted by Bank of America (BofA) Global Research, more than 70 per cent had an ESG or sustainability policy in place

Untested Covid control

Will the strategy of society instead of the State controlling the virus be tested by rising deaths?

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

A continued derating

Global investors derate India as we avoid second generation reforms

Indian hedge funds beat EM peers as markets shed 25% value amid Covid

While the Eurekahedge Emerging Markets Hedge Fund Index was down 9.59% in March, the Eurekahedge India Hedge Fund Index was down only 8.69%

Moody's cuts India 2020 GDP forecast to 2.5%; global growth to dip to -0.5%

Over the next few months, Moody's expects job losses across countries to accelerate

Nestle secret Maggi bouillon recipe adds show to win in emerging markets

Maggi bouillon, used throughout central and West Africa to add flavour to everything from stews to cassava porridge, represents one of Nestle's best-selling products in the region

After a $1-trillion wipeout, emerging markets bank on large fiscal stimulus

More than $1.1 trillion was wiped off the value of developing-nation stocks and bonds last week as the economic impact of the coronavirus worsened

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

Beyond green shoots: How to ensure speed and quality of economic recovery

Unless key issues are addressed, even if growth bounces back from the sub-5 per cent, it will stay lower than the already inadequate long-term average of 6.6%, writes T N Ninan

Coronavirus fear: Morgan Stanley lowers price target for EMs, Asian markets

Morgan Stanley has lowered the year-end price target for the MSCI EM index from 1,150 to 1,100

Morgan Stanley, Jefferies turn cautious on EMs amid coronavirus fears

Chris Wood believes the best way of hedging long equity exposure is to remain long Eurodollar futures which are now discounting one 25 basis point (bps cut) this year