Emerging Markets
Estée Lauder completes Forest Essentials buy, cements its big bet on India's booming luxury beauty market
Estée Lauder will acquire an additional 51% stake in Forest Essentials, a top Indian luxury beauty brand, by 2026. The acquisition aims to boost growth in emerging markets, with India anticipated to be a key player in the luxury beauty industry.
4 min read5 Mar 2026If India starts performing, underweight investors may fuel the rally, says 360 ONE Asset
360 ONE Asset’s Anup Maheshwari says improving earnings and underweight positioning could eventually pull foreign flows back, even as investors chase stronger growth elsewhere for now.
8 min read2 Mar 2026Can emerging markets’ stellar run continue?
There is a lot more going for them than “sell America”
3 min read5 Feb 2026What is driving gold’s relentless rally?
The ancient asset is attracting new investors
3 min read28 Jan 2026India drops to sixth among emerging markets in December as global headwinds bite
External headwinds dragged India's emerging-market ranking down in the last month of 2025 despite strong GDP growth and a solid manufacturing sector.
3 min read25 Jan 2026India-US trade deal stalemate, FII selling among key risk factors Indian stock market needs to navigate in 2026
Since the valuations of India continue to be slightly above long-term trends, India’s underperformance could persist in the short term with muted FIIs inflows as external issues persist as a point of ponder for the domestic market.
3 min read5 Jan 2026India tops again: Export rebound in November puts it ahead of EM peers
China, the strongest contender along with India on the emerging-market (EM) list, slipped to the fourth rank.
3 min read28 Dec 2025Ajanta Pharma’s growth story gets a semaglutide boost
Given Ajanta’s improving business mix and robust cash generation, its share valuation appears reasonable for a company transitioning into a cleaner, higher-visibility healthcare compounder.
2 min read26 Dec 2025A US-India trade deal could lift markets, says Stephen Dover of Franklin Templeton
Franklin Templeton Institute's Stephen Dover on US recession fears, diversification beyond AI and why India stands out among emerging markets.
8 min read16 Dec 2025Can US Fed rate cut give a shot in the arm to Indian stock market bulls? Not really, suggest past 5 instances
US Fed rate cut may not boost the Indian stock market as historical data shows minimal impact from individual cuts. Analysts emphasise that cumulative cuts signal better opportunities for India, although a strong correlation between US and Indian markets remains inconsistent.
4 min read10 Dec 2025