Page 6 - Emerging Markets

Emerging market equities to underperform in 2022

Britain hiked the interest rates last week. The US Fed and European Central Bank also signalled plans to rein in stimulus. Yet, emerging market equities may come under pressure over the next few month

EM equities to underperform in 2022 on central bank policy action: Analysts

While most analysts see monetary policy normalisation across the world in 2022, rate trajectories are likely to diverge across geographies, they said

Emerging markets face a 'double whammy' in 2022, Citi says

Emerging markets will face a "double whammy" in 2022, caught between limited growth and reduced risk appetite as a result of monetary tightening, Citi said

For FIIs, India becoming less and less attractive: Sunil Tirumalai

The recovery from lockdowns has been reasonably good without any big government stimulus, says Tirumalai

Emerging markets to 'struggle' in 2022, indicates Morgan Stanley

After downgrading Indian equities recently, Morgan Stanley sees emerging markets 'struggling' for returns in calendar year 2022. Here's a report on the brokerage's stance on different countries

TMS, Ep 43: India at COP26, way ahead for MFIs, EMs in 2022, and FASTags

Is India on the wrong side of climate action with its COP26 commitment? What's the road ahead for microfinance institutions? What is FASTag and how does it work? Find the answers here

Year-end dilemma: Hold or fold?

It will depend on an investor's view of the long-term potential of the economy

India will continue to trade at a premium to EMs: Franklin's Radhakrishnan

'Equity valuations remain stretched as the gradual improvement in earnings growth is yet to justify these valuation levels', said Anand Radhakrishnan

China corners bulk of foreign flows in September among emerging markets

AUM of GEMs have risen 37.6 per cent to $155.8 billion

India's inclusion in global bond index may lure $25 bn inflows: JPMorgan

Actual inclusion will depend on domestic and international developments: JPMorgan

IMF sees inflation subsiding in 2022, supply risks may keep it elevated

Emerging market and developing economies will see inflation declining to about 4% next year after peaking at 6.8% this fall

Evergrande crisis: A modified script may need to be written on China

This crisis could mark the end of the long run of "miracle" growth that made China the world's second-largest economy, and a challenger to the US in economic and strategic clout, writes T N Ninan

'Markets aren't prepared for a phase of slowdown', says Bernstein MD

Venugopal Garre says there is some downside risk to the market at this juncture and investors should start looking at selectively taking money off the table

The best of liquidity is behind us, says Nomura's Saion Mukherjee

Saion Mukherjee says the market is already factoring in earnings recovery from the June 2021 quarter

Equities to retain P/E premium over EM peers, says Credit Suisse

The medium-term outlook for equities remains positive but some caution is warranted in the short term, the brokerage said

Delta variant spread weakens flows to emerging-market funds, shows data

Investors withdrew the most money from Brazil, notably the $1.6 billion iShares Latin America 40 ETF, known as ILF

Emerging markets hardest hit by China crackdown, coronavirus outbreaks

China's sweeping clampdown of its tech sector at a time when its economy is slowing has helped push a global gauge of emerging-market shares to a 17-year relative low against developed-market peers

AUM of India-dedicated funds rise 8.3% in H1 of CY21 to $42 billion

Allocations to India by Asia ex-Japan funds remained stable at 13.5% in June while those by GEM funds declined to 10.8% in June from 10.9% in May

Cash is king for whipsawed emerging-market investors, says HSBC

Developing-nation equities are headed for their worst month since the March 2020 rout

Britain revises SPAC rules to attract listings to London market

SPACs list on an exchange and must use the proceeds to buy an existing or target company within a set timeframe