India can move out of emerging markets pack to a standalone destination: Uday Kotak

India can move out of emerging markets pack to a standalone destination: Uday Kotak

With the Indian equity market outperforming both developed and emerging markets so far in the calendar year 2022, CEO Uday Kotak on Monday said India is now at a turning point in the global economic order. “China, Europe, UK struggle on geo-politics and economics. India has navigated geo-politics deftly,” Kotak said on Twitter. India sits … Read more

Food inflation pain puts emerging markets between rock and hard place

Food inflation pain puts emerging markets between rock and hard place

Like for millions of people in developing and emerging market countries around the world, shopping for staple foods has turned from a necessity into a luxury for Selcuk Gemici. The 49-year-old, who works in an auto repair shop in Turkey’s largest city Istanbul and lives with his wife and two children in his father’s house, … Read more

Foreigners cash out of key Asian emerging markets ahead of Fed

Foreigners cash out of key Asian emerging markets ahead of Fed

Foreigners are cutting and running in some key Asian emerging markets amid turbulent trading ahead of this week’s Federal Reserve meeting, where policymakers are expected to signal an interest-rate liftoff in March. Bloomberg Overseas funds have sold a net $3.1 billion worth of shares in Taiwan, South Korea and India so far this week, according … Read more

What investors looking to diversify can look at in 2021

What investors looking to diversify can look at in 2021

Domestic investors look to diversify their holdings to global assets in 2021 could consider a mix of funds that invest in emerging markets, US technology stocks, China and global energy companies. Motilal Oswal Nasdaq 100, PGIM Global Equity Opportuities Fund, Edelweiss Greater China Offshore Fund and DSP World Energy Fund are among the top picks … Read more

Jim Rogers on why market wants to have Trump back as US President

Jim Rogers on why market wants to have Trump back as US President

One of the world’s best known investment gurus, Jim Rogers expects Donald Trump to win a second term at the upcoming US elections, and believes markets will be happier if he is re-elected as the President. Rogers is bullish on gold and silver, and believes the precious metals will record new highs. Which party’s win … Read more

Old economy stocks could be next year’s story: Jonathan Schiessl

Old economy stocks could be next year’s story: Jonathan Schiessl

It is probably worthwhile having a barbell approach in the pharma sector with mainly largecap names and maybe one or two smaller ones as well, says the Global Investment Strategist. How are you looking at the overall sentiment for the emerging markets and in particular for India? The mid and the smallcaps too have been … Read more

We are more constructive on EMs and Asia in particular: Manulife Investment Management

We are more constructive on EMs and Asia in particular: Manulife Investment Management

I remain cautiously optimistic and I believe that dips potentially present themselves as buying opportunities, says Luke Browne, Head-Asset Allocation, APAC. What are your views on some of the risks which may be emerging at the horizon globally? Right now, tech stocks got a bit corrected and everybody got scared. What are your thoughts on … Read more

Young population ready to adapt, more confident of future: Standard Chartered Survey

Young population ready to adapt, more confident of future: Standard Chartered Survey

A large section of the global young population led by India is confident of their future despite lower salaries and the possibility of a further hit on jobs and income due to the Covid-19 pandemic as they are prepared to adopt to a new world to work harder and use digital technologies, a survey by … Read more