The Indian stock market is not cheap by any means. Its premium over MSCI EM has risen to around 65%, from 42% at the beginning of the year
2 min read27 Nov 2018The MSCI Emerging Markets Index of equities has fallen 8.8 percent in October, its worst month since August 2015, after the S&P 500 Index slipped into a correction from a record close in September
3 min read1 Nov 2018Fears of a fully blown trade war, monetary policy tightening by the US Federal Reserve and a strengthening dollar are some factors to be blamed for the ongoing outflow of funds
3 min read5 Jul 2018As far as India is concerned, a strong US dollar and firm crude oil prices should make us uncomfortable
2 min read13 Dec 2017Emerging markets (EMs) have had a glorious year, with the MSCI Emerging Markets Index up 29% year to date, easily surpassing the MSCI World Index's 18% year-to-date rise
1 min read5 Dec 2017It isn't only BSE Sensex that has hit a record. MSCI's emerging markets index is near a two-year high as liquidity thrust from central banks thwarted geopolitical concerns
2 min read27 Apr 2017Allocation to emerging markets is now at the highest level in the last five years, according to the Bank of America Merrill Lynch survey of fund managers for April 2017
1 min read20 Apr 2017Herald van der Linde is among the most optimistic among foreign brokers on India's equity prospects with a 2017 target of 30,500 for Sensex
3 min read12 Jan 2017Over a five-year period, the MSCI EM Index is down 21.77%, while Sensex in dollar terms is down by 6.94%
4 min read30 Oct 2015The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared