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Morgan Stanley has joined the list of top investment banks that are bullish on emerging markets, reversing a long-held negative outlook for the region. In a striking reversal from there former stance, the US bank says that now is the time to invest in these markets, lead chiefly by China, despite fears that doing so could lead to a recession. Expansion still the trend “We…
India Ranked ‘Most Attractive Investment Destination’ by Ernst & Young LLP A survey conducted by global consultancy firm, Ernst & Young LLP (EY), revealed that India is the most attractive investment destination in the world. Not surprising seeing as how the nation is one that burgeoning with economic activity, cheap services, and over a billion people. A long history of foreign investment is only continuing…
Capital markets in India are expected to get a major boost from record amounts of foreign money being poured into the economy. Foreign institutional investors (FIIs) have pumped as much as US$2.5 billion into the Indian debt market so far for the month of October. This influx of dollar investments is likely to strengthen the rupee and add further positive sentiment to the Indian stock…
Despite softer equity market performance in recent months, Goldman Sachs reported in a note to investors that it is still bullish on China. The investment bank highlighted several new reforms as the primary drivers for maintaining strong economic growth in the world’s second largest economy. The long standing Asian powerhouse has attracted a massive influx of investment as of late, and it shows no signs…
During the last 19 years, a small group of 917 individuals have generated approximately US$3.6-trillion of wealth globally. These self-made billionaires have collectively demonstrated vision
The World Bank has maintained its growth forecast for India at 7.5 percent for the current fiscal year (FY) - the same level it projected in June - although other multilateral agencies, as well as the Reserve Bank of India (RBI), believe that slower global growth will be a drag on the Indian economy going forward. “Resilient India” In its semi-annual South Asia Economic Focus…
A move that will boost prices for Indian bonds and earnings for equities Citing the need for more accommodative policy measures, the Reserve Bank of India (RBI) cut its benchmark rate by 50 basis points on Tuesday morning. The larger than anticipated rate cut follows three cuts of 25 basis points each, earlier this year, to sustain growth in the Indian economy, which remains the…
Optimism high for the economy in 2015 Arun Jaitley expressed his optimism for the Indian economy earlier this week, stating that he anticipates GDP growth for 2015 will surpass that of the previous year. The Finance Minister cited new reforms and an influx of foreign direct investment (FDI) as the main drivers saying, “I think international investment is going to be a great resource [for…
In this abridged interview, Christine Tan, Senior Portfolio Manager with Excel Investment Counsel Inc. ("EIC"), and the lead Portfolio Manager of the first quartile performing Excel Emerging Markets Fund, shares the firms's vision about EM; explains why she believes the future of investing belongs to EM; and describes how she manages money to generate the highest possible risk-adjusted returns for investors. Dwarka: Why does EIC…
Major stock indexes across emerging markets actually traded higher in the immediate aftermath of the Federal Reserve’s decision to leave its benchmark interest rate at the record-low level of 0.25 percent. Evidence of this positive response was reflected in Excel Funds’ suite of investment products. The Excel Emerging Markets Fund traded up 1.24 percent for the week ending September 18 2015, while the Excel India…
Dollar Strength Based on Interest Rate Divergence The Federal Reserve (the “Fed”) is on the verge of hiking American benchmark interest rates for the first time since June 2006. The central bank was forced to cut the Fed funds rate to an all-time low of 0.25 percent following the credit crisis of 2008. Since then, the U.S. economy has steadily climbed out of recession, prompting…
Emerging markets have contributed more than 50% of the global GDP growth over the last 20 years, a significant accomplishment, given the doubling of global GDP during this period. This contribution is forecast to increase over the next few decades as a result of superior economic growth from emerging market nations. India and China’s emergence as global economic giants will in turn produce growth for…

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