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Rupee may weaken towards 98 as oil and US yields pressure EMs: David Hauner of BofA Securities
David Hauner, Head-Global EM Fixed Income Strategy at BofA Securities, remains structurally bullish on emerging markets over the long term despite near-term headwinds. He expects oil prices to ease, the US dollar to weaken and capital flows to gradually return to emerging market assets next year.
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comeback - MSN
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comebackMSN
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comeback - Moneycontrol.com
Indian stock market is having its worst run against EMs, but Morgan Stanley sees a comebackMoneycontrol.com
EMS consolidated net profit declines 88.00% in the March 2026 quarter
Sales decline 55.34% to Rs 120.50 crore
Manulife's Rana Gupta sees long-term opportunity in defence and platform businesses
Rana Gupta, Senior Portfolio Manager and India Equity Specialist at Manulife Investment Management, says Indian platform companies, defence plays, and infrastructure stocks are set for significant earnings growth by FY28–29, even as near-term oil price pressures and margin risks weigh on consumer durables, EMS, and travel-related sectors.
Nomura highlights the one stock to play the EMS theme, projects 30% upside
At 28 times its financial year 2029 estimated Earnings Per Share, Avalon Tech's current valuations are "attractive" as per Nomura.
Avalon Technologies Gets Bullish Initiation From Nomura — Check Target Price
Nomura expects trends such as nearshoring, clean energy and battery energy storage systems to create meaningful opportunities for outsourced industrial EMS companies.
Fed hikes on the radar: Are EMs prepared? - Investing.com India
Fed hikes on the radar: Are EMs prepared?Investing.com India
Kaynes Tech Management Names One Segment Causing All The Cash Flow Concerns
Narayanaswamy went on to explain that the metering acquisition was designed to migrate Kaynes from an EMS supplier to a product company.
Kaynes Technology shares plunge 10%. Why JPMorgan, Nuvama downgraded the EMS stock
Kaynes Technology shares plunged after the company’s Q4 results disappointed investors on multiple fronts, including a revenue guidance miss, weaker balance sheet metrics, and a sharp drop in profit. The stock fell to Rs 3,760.10 on the BSE as brokerages turned cautious following the earnings report.
Moody’s says India ranks among most resilient EMs to weather global shocks. Here’s why
Moody's highlights India's strong market resilience against global shocks, attributing it to stable monetary policy, anchored inflation expectations, and adjustable exchange rates. The firm notes India's limited credit spread widening and contained currency depreciation, distinguishing it from more vulnerable emerging markets. While debt levels are a constraint, India's reforms and buffers position it well for future shocks.
India among most resilient large EMs, better placed for future global shocks; policy reforms & strong buf - The Times of India
India among most resilient large EMs, better placed for future global shocks; policy reforms & strong bufThe Times of India