EM Underweight Hits Record High Among Global Managers
Active Global managers are running record underweights in Emerging Market stocks. The average Emerging Markets allocation sits underweight -4.56%...
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India Financials – Plop Plop Fizz Fizz
INDIA FINANCIALS: ECLGS was launched in May 2020 to offset poor economic conditions. ECGLS has again been expanded from INR 3 tn to INR 4.5 tn....
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Reserve Bank of India – Wrong Rule At Wrong Time
RESERVE BANK OF INDIA: The RBI has finalized rules for NBFC dividend payout ratios at 50% - predicated on the net NPL ratio and CAR. The new...
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Frontier Markets Exposure in EM Funds
With Argentina and Kuwait moving up to Emerging status, how are active EM investors positioned in the current crop of Frontier Markets?
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HDFC Bank – Inside Job
HDFC BANK: HDFCB and HDFC’s Boards HDFCB’s purchase of a 4.99% stake in HDFC ERGO in a related party transaction. HDFC’s stake in ERGO will decline...
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