Understanding the Basics of Sustainability Part 2: Focusing on Net Zero
The increasing focus on sustainability inclusion is being reflected through the markets’ growing recognition of the financial materiality and impact of ESG issues on corporate balance sheets. Therefore, the range of ESG offerings has expanded to include indices that focus on climate change, carbon efficiency, fossil fuel free, and thematics, which include clean energy and…
- Categories ESG, India
- Tags Carbon Emissions, ESG, India, Net Zero, S&P BSE 100 ESG Index, sustainability
Understanding the Basics of Sustainability Part 1: Time for a New Strategy?
The growing importance and inclusion of sustainability values among global investment themes has redefined investors’ views of sustainability factors in portfolio strategies. The idea that sustainability concepts are futuristic is dated—the future has definitely arrived. The world is changing, and the percentage of retail and institutional investors applying environmental, social, and governance (ESG) principles is…
- Categories ESG, India
- Tags ESG, India, S&P BSE 100 ESG Index, sustainability
Examining the Risk/Return Impact of International Diversification in India
Take a deeper dive on our recent paper, From Zero to Hero: The Indian Case for Global Equity Diversification, which explores how and why some investors are looking abroad for potential opportunities, with S&P DJI’s Tim Edwards & Koel Ghosh.
Examining the Performance and Sector Diversification of the S&P BSE SENSEX 50
The S&P BSE SENSEX 50 is designed to measure the performance of the top 50 largest and most liquid companies in India. The index constituents are weighted based on their float-adjusted market cap and must have a minimum annualized trading value of INR 10 billion. The S&P BSE SENSEX 50 is a highly diversified index,…
- Categories India
- Tags India, Indian equities, Indian sectors, S&P BSE SENSEX 50
- Categories
- India
Dissecting the Performance of Indian Equity Active Funds in 2020
The percentage of active funds that underperformed their respective benchmarks in the Indian Equities Large-Cap and Mid-/Small-Cap fund categories over a one-year investment horizon doubled from 2019 to 2020, as seen in the SPIVA® India Year-End Scorecards for 2019 and 2020. The percentage of Large-Cap active funds that underperformed the S&P BSE 100 over a…
S&P BSE SENSEX Indices Reach All-Time Highs in Q1 2021
The S&P BSE SENSEX Index Series comprises three indices, namely the S&P BSE SENSEX, the S&P BSE SENSEX 50, and the S&P BSE SENSEX Next 50. The S&P BSE SENSEX is the oldest and most tracked index in India and comprises the 30 largest, most liquid, and financially sound companies in the S&P BSE 100….
The Shift to Passive in India
In 2020, the Indian ETF market continued to expand, finishing the year with ~USD 37 billion in assets spread across 99 listings. This represents a year-over-year increase of USD 23.3 billion, or 171%, placing India as the ETF market in the Asia-Pacific region with the highest growth on a percentage basis in 2020.1 Within the…
Performance of Indian Capital Markets in 2020
Indian capital markets had an exceptional year in 2020. The COVID-19 pandemic initially had an adverse impact on Indian capital markets, as indices across size and sectors fell during the period from February 2020 to May 2020. However, from June 2020 onward, all size and sector indices had a bull run through the end of…
- Categories Equities, India
- Tags India, Indian capital markets, Indian equities, Indian sectors, S&P BSE SENSEX
India’s Contribution to the Global Economic Recovery
Discussions regarding a K-shaped recovery from COVID-19 highlight disparities across different commodity sectors. India seems to be experiencing its own version of this, with some areas improving faster and stronger than others. Decreased importation costs have served as a tailwind to help India. Energy accounts for about one-third of India’s total imports, and as crude…
- Categories Commodities, India
- Tags commodities, COVID-19, India, S&P GSCI
- Categories
- Commodities, India
Indian Investments in Global Equities: From Zero to Hero
India has been one among many countries that favor a strong home bias in their investment portfolios. There have been many theories put forth on what causes the bias and research has been undertaken to understand it. Whether it is the ease of local information access, regulatory concerns, investor preferences, cost concerns, transactional viability, or…
