Emerging Market Countries

India just shy of top-weight China in the MSCI EM index after rejig

Weight surpasses 20% in the widely-followed MSCI EM index

Three quarters of global carry trades removed: JPMorgan Chase & Co

The carry strategy - which involves borrowing at low rates to fund purchases in higher-yielding assets elsewhere - has been wobbling for months

Samsung views India as one of fastest-growing markets with huge potential

India is one of the rapidly growing markets globally, and South Korean tech firm Samsung sees huge growth potential in the country, a senior company executive has said. Jong-Hee (JH) Han, Vice Chairman, CEO and Head of the Device eXperience (DX) Division at Samsung Electronics visited the company's Noida factory on Monday. "India is one of the biggest and fastest-growing markets globally and offers a huge opportunity for Samsung. We were among the first companies to invest in India, and I am happy that the Noida factory has emerged as one of our biggest facilities, manufacturing not only for India, but for the world," he said. The company manufactures smartphones, tablets and refrigerators at its facility, for both domestic and global markets. Besides its Noida facility, the company has a manufacturing plant in Sriperumbudur, Tamil Nadu. Han lauded the contributions that Samsung's India-based R&D teams are making in the development of new products and services for the ...

India, Taiwan threaten China's top spot in emerging mkt equity portfolios

As the US rate cycle peaks out, having attractive options in emerging markets is fundamental to any pivoting of capital flows

JP Morgan India bond index inclusion impact: Weight cut likely for 3 EMs

To accommodate India's 10 per cent weight in the GBI EM index, HSBC said in a recent note, a reweighting will occur for other EM peers in the index, which will see a reduction in their weights.

Bond investors positioned for India's index inclusion: Morgan Stanley

India's index-eligible bonds have attracted $10 billion since the inclusion was announced in September

Ashmore plans to buy more Indian bonds as JPMorgan inclusion nears

Indian sovereign bonds have seen about $9.5 billion of inflows into the so-called Fully Accessible Route - or FAR securities - since the JPMorgan announcement in September

MicroStrategy, Indian companies among 42 additions to MSCI indexes

In total, there are 42 securities to be added and 121 cut from the all-country world index

Why India's voter turnout is low and improving it will be complicated

Its numbers trail those of several developing countries like Indonesia and Brazil

Markets last week suffered the worst FPI selling bout of 2024 calendar year

Foreign investors pulled Rs 18,600 crore out of Indian markets last week, the most in 2024, influenced by US economic factors and geopolitical tensions

ANZ CEO aims to expand presence in India, China as customer focus shifts

In its home market of Australia, Elliott struck a more hawkish tone than that of the bank's economists on the outlook for interest rates

Waiting for correction not right approach for India: Amundi group CIO

The US market is pricing in a perfect environment - anticipating inflation to recede to 2 per cent and the Federal Reserve to substantially cut interest rates, Mortier said

MSCI Index rejig likely to spur $1.5 billion inflows in domestic stocks

The global index provider announced the changes in the global standard index on Wednesday

As US dollar fades, emerging currencies poised for recovery in 2024: Report

After getting battered for most of 2023, emerging market (EM) currencies have made modest gains against the dollar after the Federal Reserve held interest rates steady last week.

Explained: How South Korea's ban on short-selling may impact India

Move could delay transition to DM, which when happens is expected to boost India's weighting in MSCI indices

Fitch upgrades India's mid-term GDP growth forecast to 6.2% from 5.5%

Fitch blamed China for pulling down the estimate of 10 emerging countries to 4 per cent from 4.3 per cent earlier

An update on global capital

A significant shift in international investment dynamics is underway

JP Morgan bond index rebalancing: Borrowing costs in India to get cheaper

Index providers are 'increasingly tilted' to include India to fill the gap expected due to Russia's exclusion from JP Morgan's emerging market bond index

India to outperform Asian, EM peers; high valuation a challenge: Chris Wood

Will remain slightly Overweight India in the Asia Pacific ex-Japan relative-return portfolio, says Christopher Wood, global head of equity strategy at Jefferies in his GREED & Fear note to investors.

India rules out tax policy changes for inclusion of bonds in global indices

The government doesn't plan to waive capital gains taxes, and it's concerned that foreign inflows will increase the volatility of local markets