Emerging markets equity returns have been driven by extreme mega-cap concentration, with index breadth collapsing to historic lows and masking weakness across much of the opportunity set.

INDA is rated Buy due to robust financial sector reforms, strong capital inflows, and projected earnings growth of 13.4%.

Trading in the Hungarian forint, long a niche emerging market currency, has more than doubled since U.S. President Donald ...

The last major tailwind is the AI exposure. Citi notes that EM markets still offer an attractive valuation-to-growth tradeoff versus developed peers, even after recent re-rating. “Key EM AI stocks ...

Kotak Securities pegs Nifty's December 2026 target at 29,120 in their base case, nearly 13 per cent above current levels ...

Emerging-market stocks have broadly crushed the U.S. equities market this year, in one of the biggest market surprises of ...

This year’s big emerging market winners have tended to offer exposure to one of 2025’s two winning trends – AI-focused tech ...

Asian stocks were largely higher on the day, with South Korea’s KOSPI closing more than 2 percent up and Taiwan’s benchmark index gaining 1.6 percent, lifting the MSCI EM Asia index to a one-week high ...

After years of standing out as a global favourite, India’s stock market had a tough 2025. The domestic equity market “suffered its worst relative performance” in 30 years so far in 2025, both in an ...

Indian equities posted their worst 30-year relative performance in emerging markets (EM) space in 2025, with MSCI India up ...

Utilico's Jacqueline Broers explains why a weaker dollar can have a more pronounced positive impact on EM-listed ...

However, looking ahead, HSBC MF expects a return of FII investors into India, catalysed by two main factors: better earnings ...