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The Latest Breaking News from Emerging Markets

US Fed’s dual challenge: Will rising inflation and soaring bond yields force Warsh into first rate hike in 3 years?

The US Federal Reserve is expected to raise interest rates by 25 basis points, with markets pricing in a high probability of a hike after inflation remained elevated and oil prices stayed above $100 a barrel. The move could push Treasury yields higher, pressure global equity valuations and weigh on…

The Economic Times

Foreign investors pull Rs 5,109 cr from govt bonds in 3 days amid global uncertainty

In a recent turn of events, foreign portfolio investors pulled out over Rs 5,109 crore from Indian government securities. This significant withdrawal was driven by global uncertainties and a declining rupee, alongside soaring crude oil prices and increasing US Treasury yields. Such conditions rendered Indian sovereign debt less appealing, prompting…

The Economic Times

Chinese President Xi proposes 5-point initiative at BRICS, calls for building large integrated market

Chinese President Xi Jinping urged BRICS nations to strengthen global governance and trade architecture. He proposed a five-point initiative to boost cooperation in manufacturing and technology. BRICS should leverage ties with emerging markets and the Global South for integrated markets. The group aims to safeguard supply chains and promote peaceful…

The Economic Times

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BRICS adopts New Delhi Declaration: Inside the 140-point document on Global South's ambitions

BRICS leaders adopted the New Delhi Declaration at the 18th summit, reaffirming their commitment to cooperation, multilateralism and a more representative global order. The document outlines India's 2026 chairship priorities, recognises partner countries' contributions and calls for greater participation of Emerging Markets, Developing Countries and Least Developed Countries in global…

The Economic Times

Granules India promoter sells 1.72 crore shares worth Rs 1,500 crore; Goldman Sachs, BNP Paribas among investors

Granules India promoter Krishna Prasad Chigurupati sold 1.72 crore shares worth about Rs 1,500 crore through block and open-market deals. The sale funds the second tranche of a preferential issue, while promoter holding falls to 31.08% following the transaction today.

The Economic Times

BRICS flags unilateral tariffs, trade barriers as global risks

BRICS finance ministers voiced serious concerns over unilateral trade measures. Higher tariffs and non-tariff barriers are distorting global trade and adding risks. The global economic outlook remains under pressure from geopolitical tensions. Trade fragmentation and protectionism also contribute to economic instability. Policy uncertainty and financial vulnerabilities add to the global…

The Economic Times

Bessent's Treasury Move Is Fueling the Carry Trade. Emerging Markets Are Preparing for a 'Wall of Money.'

Brazil, Turkey and Colombia emerging as some of Wall Street's favored destinations with their currencies strengthening.

International Business Times

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Explained: How multi-decade high global bond yields spell caution for Indian stock market investors

Global bond yields are surging as oil-driven inflation, rising debt, heavy AI borrowing and hawkish central-bank expectations unsettle markets. With US, Japanese and Indian yields climbing, the bond selloff is spilling into equities and emerging markets. For India, higher oil prices could add to imported inflation, pressure the rupee, lift…

The Economic Times

The Last Time Money Fled U.S. Stocks, Emerging Markets Won for a Decade... But This Time Around, 'EM' Means Taiwan Semi and Samsung.

Active investors pulled $284 billion from U.S. stocks over the past year. The last time this happened, emerging markets crushed the S&P 500 for a decade. But today's EM index is stacked with names like TSMC, Samsung, and SK hynix, the same AI supply chain driving U.S. markets higher.

Barchart

ETMarkets Smart Talk | Two-year market consolidation may set stage for next bull run: UTI AMC’s Ajay Tyagi

Tyagi, however, remains cautious on pockets of the mid- and small-cap universe, where valuations are above long-term averages. He sees large caps as relatively more attractive on valuations, while advocating selective, bottom-up stock-picking in the broader market. Edited Excerpts

The Economic Times

Nearly Eight Months After U.S. Intervention, Venezuela Remains the World's Riskiest Investment Bet

Nearly eight months after the United States' military intervention in Venezuela and the capture of Nicolás Maduro, the country remains by a considerable margin the most dangerous place in the world for investors, according to J.P. Morgan's Emerging Markets Bond Index, or EMBI.

Latin Times

Emerging markets defy global shocks as investors return to local assets

Emerging markets are seeing renewed investor interest despite geopolitical tensions, trade risks and AI-driven volatility, with debt attracting strong foreign inflows as deeper domestic capital markets and improved policymaking strengthen resilience. Equities, however, continue to face pressure, prompting investors to adopt a more selective approach.

The Economic Times

Global Market: Emerging markets draw nearly $19 billion in July as foreign investor outflows ease

Foreign investors returned to emerging markets in July, investing a net $18.8 billion in debt and equities after two months of outflows. Debt attracted $26.7 billion, while equities saw a $7.8 billion outflow. Asia recorded a sharp reversal, led by stronger debt flows, while China remained an exception. Record sovereign…

The Economic Times

India not in favour of separate BRICS currency: Piyush Goyal

BRICS group comprises 11 major emerging markets and developing countries of the world -- Brazil, China, Egypt, Ethiopia, India, Indonesia, Iran, Russia, Saudi Arabia, South Africa, and United Arab Emirates (UAE).

The Economic Times

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The Economic Times

AI boom reshapes emerging markets, but surging volatility tests investor nerves

Artificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Taiwan. However, soaring valuations have triggered sharp volatility, foreign investor outflows and concentration risks. Despite recent corrections, investors remain optimistic about the long-term AI-driven growth story, according to Reuters.

The Economic Times

Spotify's higher spending on marketing, AI features to hit profit

Spotify anticipates that increased marketing and development expenditures will adversely affect profits in the current quarter. The platform forecasts its third-quarter monthly active users to fall short of Wall Street's expectations, a decline attributed to product changes in emerging markets. To counteract this, Spotify is investing significantly in AI features…

The Economic Times

Apple posts record June quarter revenue of $109.4 billion; flags higher memory chip prices as pressure point

Apple reported an all-time high revenue of $ 109.4 billion for the June quarter, marking a notable surge in emerging markets, particularly in India. While iPhone and Mac sales flourished, iPad numbers took a dip. Nonetheless, the tech giant alerted stakeholders about looming challenges including rising memory chip costs and…

The Economic Times

Largecaps look more attractive after midcap, smallcap rally: HDFC AMC’s Rahul Baijal

At current levels, largecap category remains more attractive on relative valuations, in my view. The broader market indices (both midcap 150 and small cap 250) have seen a positive rally CYTD, and the headline indices are trading at a premium vs their long-term history, but the premium has significantly moderated…

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The Economic Times

Global Market | AI boom, market correction risks emerge as major credit threats: Fitch

Ratings agency Fitch highlights AI boom and market correction as major global credit risks. Unprecedented AI spending and soaring valuations may outpace uncertain future returns, Fitch stated. Geopolitical tensions, particularly the U.S.-Iran conflict, add further significant challenges to the credit environment. Emerging markets face additional pressure from rising costs and…

The Economic Times

JPMorgan warns super El Niño and oil shock could prop up global inflation

A potential "super" El Niño, combined with elevated energy prices, could push global inflation higher next year, with emerging markets facing the biggest impact, according to a JPMorgan report. The bank estimates that a strong El Niño could significantly raise food prices, and when coupled with higher fuel and fertiliser…

The Economic Times

Supply chain reset puts emerging markets at the heart of critical minerals value chain: Report

Critical minerals demand is growing strongly, creating opportunities for emerging markets. Resource-rich nations can move beyond mining into higher-value processing and refining. Countries investing in downstream industries will capture greater economic gains from this boom. This shift allows producing nations to expand their industrial base significantly. Global supply chains are…

Bangkok Post

Indonesia pulling Thai investors

At a time when some international investors are pausing or reassessing their exposure to emerging markets amid global uncertainty and market volatility, Thai investors continue to recognise significant long-term opportunities in Indonesia. This confidence was reinforced by the positive tone of the speakers at the Indonesia Investment & Trade Forum…

MarketBeat

3 Dividend Stocks with Growth on Tap for the Second Half

Amid market volatility and geopolitical uncertainty, IBM, Kinder Morgan and Templeton Emerging Markets Fund offer dividend growth and attractive total return potential for investors seeking safety.

The Economic Times

EM equities see $46 billion exodus in June as South Korea, Taiwan tech selloff rattles investors

Emerging markets saw substantial equity outflows totalling $46.1 billion in June. South Korea and Taiwan experienced the largest investor withdrawals from their stock markets. However, emerging market debt attracted foreign inflows, showing investor preference for fixed income.

The Economic Times

AI investment in emerging markets must go beyond models to ecosystems: Report

Artificial intelligence is poised to revolutionize economies, but emerging markets must cultivate local ecosystems to truly benefit, a World Bank report reveals. Beyond importing models, success hinges on robust digital infrastructure, skilled talent, and adaptable AI building blocks. This shift promises short-term productivity gains and long-term economic transformation, provided challenges…

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