'Market rally can extend if mutual funds change their outlook'If you look at the Indian equity market rally, which has been fairly ferocious, it's obviously been led by foreign investors that have come...
Massive win takes Sensex, Nifty to new intraday highsForeign portfolio investors (FPIs) bought shares worth a net Rs 1,352 crore on Thursday.
Sensex plunges 500 points after air strike, regains 260 pointsThe Sensex recovered nearly 260 points from the day’s low of 35,714.16 and ended at 35,973.71.
Markets will break through the drags and head higher: Jan Dehn, Ashmore Group"The current account deficit and NPL issues are not so big as to somehow derail India’s growth."
It’s hot money that’s fleeing IndiaThe main risk to this positive outlook is oil sustaining beyond $70 per barrel and a larger pickup in Indian bond yields.
FPIs sell Rs 3,600 crore of shares in FebruaryFPIs have sold shares worth Rs 3,665.6 crore in the domestic stock market.
Rising oil prices douse foreigners’ rekindled fire for Indian equitiesFPIs resume pullout from the country as crude oil rally revives worries about inflation.
Hear no evil, see no evil mantra for EM stocksDeveloping-market stocks are up more than 30% this year, headed for the best annual showing in eight years.
We like sectors that can gain from spend on infra: Jan Dehn, Ashmore GroupWe like the consumer segment be cause the deflationary environment is good for real disposable income for consumers.
General trend of FPI flows into India will remain positive, says Jan DehnThe global financial markets engaged in a giant portfolio shift out of EM and into the QE (quantitative easing)-sponsored markets over the ...
Overseas investors pump in record funds in MarchForeign portfolio investors' combined net investments in March has reached a high of Rs 38,445 crore, the highest-ever in a month.
Fed to raise rates but in line with inflation: Jan Dehn, Ashmore Group"In the short term, demonetisation may lead to tightening, which can have a slowdown effect on the economy. The issue that is holding back...
India among most restricted bond markets; experts say PM Modi's missing a trickThe nation currently caps overseas ownership at 2.1 trillion rupees ($32 billion), and foreign portfolio investors are required to bid for ...
Don’t jump the gun over the bounce in stocks: August is usually painful for Dalal StreetWith the GST hurdle cleared, the market has no major trigger for the near future. This has given rise to fears that the market may soon hea...
Govt infra space should do well, but pick stocks carefully: Ashmore GroupThe stabilisation of the US dollar is helping to channel funds back into emerging markets, including India, said Jan Dehn, head of research...
Emerging markets' era of outperformance is ending, Goldman saysThe decade-long outperformance of developing-nation assets has ended , according to the Goldman Sachs Group economist.
- Domestic demand to drive growth in India: Jan Dehn, Ashmore Investment
"Growth in 2013 is going to be stronger and most severe tail risks particularly in Europe are going to be lower," says Dehn.