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EM RALLY 2025
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...- Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
- India underperformed Korea by 180 percentage points; but the worst FII selling may be over, says Vikash Kumar JainIndia's stock market has lagged behind other Asian markets. This underperformance has made Indian stocks less expensive. Investor expectati...
- Goldman Sachs picks 12 alpha stocks amid record $22 billion FII exodusGoldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may...
- EM is back, India is next: Why the 2025 underperformance is the perfect setup for a 2026 comebackEmerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic ...
- Gautam Duggad on why midcaps will keep beating Nifty and his top bets for FY27Gautam Duggad of Motilal Oswal Financial Services anticipates a sharp earnings slowdown in the fourth quarter. He strongly recommends PSU b...
- Your smart investment playbook for FY27: What to buy, what to avoid and how to diversify after a rough FY26FY26 left your equity portfolio bruised. As FY27 begins, here’s how to heal it.
- Planning to invest Rs 10 lakh overseas? Here are the markets to consider and how to do it rightFor global diversification, experts recommend a diversified, disciplined approach across regions.
- ‘Quiet-Quitting’ of US assets fuels fresh EM, gold betsEmerging-market assets and precious metals are experiencing a strong start to 2026, driven by US-Europe tensions that are weakening the dol...
- 2026 will be the year of geopolitics, not AI; Emerging markets still resilient: Geoff DennisGeopolitics, not AI, may dominate markets in 2026, says emerging markets expert Geoff Dennis. Despite global tensions, emerging markets are...
- Electronics stocks need a spark of profit for D-St vibeJP Morgan anticipates 2026 will be a crucial year for India's electronics manufacturing services (EMS) sector, with stocks facing a signifi...
- Outlook 2026: Markets set for revival after time correction, says Abakkus Asset’s Aman ChowhanIndian equity markets are unlikely to stay flat in 2026 after a year-long breather, says Abakkus Asset’s Aman Chowhan. He expects a revival...
- Nifty set for fresh uptrend, says Motilal Oswal. Here are 4 catalysts, 25 stocks to buyMotilal Oswal sees the Nifty entering a fresh uptrend after its record high, backed by stronger earnings, supportive policy measures, firm ...
- Emerging markets poised to outperform, India may lead the pack: Nuvama’s Manav ChopraEmerging markets are set to outperform the US, with India leading the rally, says Manav Chopra, Executive Director at Nuvama Institutional ...
- Fed faces tough call as inflation stays high; India lags China even as EMs offer better value: Adrian MowatAdrian Mowat suggests the US equity rally is AI-driven, masking economic weaknesses and complicating Fed policy. He highlights stronger pro...
- Sell India, buy China, Korea! Dalal Street now largest underweight for EM investorsNomura’s analysis of EM holdings shows that in July, investors cut their relative exposure to India, while boosting allocations to Hong Kon...
- BYD’s charm? At $1.2 billion, FII flow into China largest in last 5 monthsChina stocks:Foreign investors pumped $1.2 billion into Chinese equities this week, the largest inflow since October 2024. The surge was dr...
- Trade threats, no Ukraine deal rattle emerging marketsEmerging markets saw a significant decline as concerns over President Trump's trade threats and uncertainties regarding a Ukraine ceasefire...
- New Asian Tiger? India beats China in one of MSCI's emerging market indicesIndia has overtaken China in the MSCI EM Investable Market Index and is close to becoming the largest weight in the more popular EM index. ...
- Market correction was overdue, bet on midcaps, smallcaps for better returns: Shankar SharmaThe emerging market index was up about 20-25 per cent from February’s lows in dollar terms and that Monday’s correction does not mean a tre...
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