ems stocks

Jefferies raised Bharti Airtel's target price to Rs 2,350 on strong Q4FY26 performance, while JP Morgan upgraded Cipla to overweight citing improved earnings visibility and attractive valuations. Morgan Stanley maintained an underweight rating on Dixon Technologies due to revenue and EBITDA misses, and HDFC Securities upgraded Hyundai Motor India to add, noting management's renewed focus on domestic growth and exports.

Stock market recommendations: Mtar Technologies, and Syrma SGS have been picked as the top stocks to buy in the holiday-shortened trading week starting from April 13, 2026, by Motilal Oswal Wealth Management Research Desk. Let’s look at the details:

India remains one of the strongest long-term growth stories in the world, but investors should consider diversifying their investments into other markets.

Thanks to the recent slide in the prices of commodities in the international market, India, a net importer of commodities, has suddenly turned one of the favourite investment destinations among emerging markets for foreign fund managers.

ETFs could be making trading EM stocks cheaper - Greenwich:ETFs could be making trading EM stocks cheaper - Greenwich

However, in terms of Emerging Market (EM) Equities, Invesco report said the EM equities have the most attractive valuations relative to other regions, albeit with wide variation within EM. "We anticipate Chinese stocks to continue to outperform while India may struggle."

India tops China for the first time ever in a key MSCI equities index. India is among the best-performing markets this year globally, with its benchmark indexes NSE Nifty 50 and S&P BSE Sensex up 17% and 15%, respectively

MSCI index rejig to increase India's weight to 19% by month-end, attracting $2.5 billion in foreign investments. Nuvama Research notes India's net fund inflow due to 13 stock inclusions and foreign ownership limit standardization in 2020, amid strong Indian equity performance. Abhilash Pagaria highlights relative underperformance by China in MSCI EM Index.

As surging inflation and the end of global easy-money policies send Indian stocks spiraling down from all-time highs, three charts show the pain is unlikely to end anytime soon.

India has overtaken China in the MSCI Emerging Markets Investable Market Index, with a weightage of 22.27 per cent compared to China's 21.58 per cent. This change is expected to bring around $4.5 billion into Indian equities, reflecting India's strong macroeconomic fundamentals and robust corporate performance.

Early this week saw big Sensex seesaw. An explainer on volatility & foreign vs domestic investor influence

At a time when the global euphoria about AI has propelled a three-fold surge in Nvidia Corp. and a 50% jump in a key US index for semiconductor manufacturers in less than a year, investors are pointing toward emerging markets for better value and a bigger pool of options. So far, the stars of the show are those companies which already were technology leaders prior to the AI rally, such as TSMC and Hon Hai Precision Industry Co.

Stock market recommendations: Motilal Oswal Financial Services Ltd recommends Amber Enterprises and Kirloskar Oil for the week. Amber's revenue grew by 65% YoY in Q3FY25, driven by RAC and electronics. Kirloskar Oil is expected to benefit from stable demand in powergen segments.

Goldman Sachs has made a fresh pitch for India’s inclusion in global bond indices, citing the opening up of government bonds to foreign investors through the fully accessible route (FAR). According to Goldman Sachs, the FAR bonds will make India eligible to be part of global indices by 2023.

Of the 30 sensex stocks, only 13 have returned double-digit gains since the last peak in 2010. In contrast, five stocks lost nearly 50% and 14 have given negative returns.