Emerging Markets
India regains top spot in EM tracker, but higher cost pressures continue to linger
Stronger exports and factory activity helped India reclaim the top spot in Mint's Emerging Markets Tracker. However, higher crude prices during the West Asia war have raised wholesale inflation and input costs, delaying relief for businesses despite the recent easing in oil prices.
4 min read29 Jun 2026Large-cap valuations have turned attractive, says PGIM India MF CIO
Vinay Paharia, CIO, PGIM India Mutual Fund, cautioned that stock investment horizons are shrinking, driven by recent short-term gains. This approach runs counter to equity investing. Investors must differentiate between short-term stock performance and underlying business performance.
6 min read15 Jun 2026War crisis surprise: Pakistan is busting long-held global investing myths—here's how
Despite its budget and current account deficits, this emerging economy is doing rather well for itself in the face of a big oil shock. It has its strategic value to thank, as Saudi Arabia and China seem to recognize, and global investment flows.
3 min read27 May 2026India secures 2nd rank among EMs in April on oil-led export rebound
Surging crude oil prices and disruptions around West Asia continued to test emerging economies in April, but India strengthened its position for the same reason.
3 min read25 May 2026Do you know how rising bond yields impact equity market?
The rise in global bond yields, now above 4.6%, is raising concerns for financial markets amid inflation and geopolitical tensions. Higher yields lead to increased borrowing costs, pressure on equities, and capital flight from emerging markets, impacting economic growth and credit demand.
4 min read19 May 2026Investors in wait-and-watch mode, but India's broad story intact: Julius Baer's Malhotra
Malhotra of Julius Baer said, investors remain positive on India, although many are currently in a wait-and-watch mode due to the geopolitical tensions, oil price risks, and broader macro developments.
4 min read13 May 2026FPI outflows persist in equities; primary market sees continued interest
In 2026, IPO activity is subdued with few listings, while Foreign Portfolio Investors (FPIs) invested ₹12,339 crore in the primary market. Despite significant outflows from equities, FPIs are attracted to primary issues due to appealing valuations and yield prospects.
3 min read4 May 2026Primary markets may start seeing some traction in Q2: BofA Securities' Maheswari
Don’t expect primary markets to re-open with a bang; they will likely creep back up once volatility compresses, says Arbind Maheswari, head of India equities at BofA Securities. When markets are steady and rising, investors start looking for investable ideas at scale, he adds.
3 min read16 Apr 2026Mark Mobius, emerging markets investing pioneer and Franklin Templeton veteran, passes away at 89
Mobius spent over three decades with Franklin Templeton Investments, where he became a leading advocate for investing in developing economies across Asia, Africa, Latin America, and Eastern Europe.
1 min read15 Apr 2026The case for investing in emerging markets
While the Iran war poses a risk, portfolio managers say emerging markets can continue their run-up thanks to improving fundamentals
4 min read9 Apr 2026Wait for it…
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