The current numbers translate into a monthly flow of around $2.5 billion, which is on the upper end of broad market expectations of a monthly flow of $2-2.5 billion hitting the market due to index inclusion. Given the recent commencement of a US monetary easing cycle – which increases the appeal of emerging market assets for global investors – that flow is expected to rise in the next three months.
ETMarkets Smart Talk: SBI Securities cautions against value traps; growth visibility key to attracting premium valuations
SBI Securities’ Sunny Agrawal anticipates a constructive second half for equity markets in 2025, driven by rate cuts, tax benefits, and revived capex. He suggests
June 30, 2025