UBS has turned bullish on emerging markets (EM), including India, as it finds benign macro trends, positive momentum in earnings revisions, and resilient EM currencies helping these economies......
In dollar terms, the Indian markets managed to climb back to 2008 levels only in January this year. The subsequent fall in the rupee because of emerging market woes has once again pushed the......
The threat of less central bank stimulus and higher interest rates has crushed emerging markets more than most assets in the past two months, in some cases slashing the value of stocks and bonds in......
Further outperformance hinges on pickup in industrial activity, buying by local investors. While the slide in the Chinese market has over the past two months has impacted emerging market (EM)......
For Asian emerging markets a more apt moniker right now would be "submerging". Everything, from stocks to bonds and currencies, has been hammered by indiscriminate selling from investors desperate......