Tag Archives: India

May 3, 2021

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…

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Apr 13, 2021

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….

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Mar 30, 2021

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…

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Feb 2, 2021

How Carbon Weight Adjustment May Reduce Carbon Intensity among Asian Equities

In a previous blog, we reviewed the carbon efficiencies of Asian companies in comparison with their global industry group peers. In this blog, we examine the potential carbon intensity1 reduction on various Asian markets by incorporating a carbon weight adjustment to their respective S&P Global BMI index universes, following the S&P Global Carbon Efficient Index…

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Jan 14, 2021

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…

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Jan 7, 2021

Are Asian Companies More or Less Carbon Efficient Than Their Global Peers?

With the launch of the S&P Global Carbon Efficient Index Series in 2018, S&P DJI introduced the S&P Carbon Global Standard, a proprietary carbon classification system that assigns carbon deciles to companies within their respective industry groups. The framework uses carbon-to-revenue footprint (carbon intensity) for companies in the S&P Global LargeMidCap to determine carbon decile…

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Nov 16, 2020

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…

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Oct 22, 2020

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…

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Oct 14, 2020

Global Diversification in 2020 – Is India Seeing This Opportunity?

The year 2020 has been unique, with the COVID-19 pandemic bringing unprecedented changes to economic activity that no one was fully prepared for, as well as record levels of volatility in financial markets. But such disruption not only creates innovation, it also gives opportunities to contrarian options and allows new themes to emerge dominant. India…

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Aug 11, 2020

Why the S&P 500 Reduces Portfolio Volatility for Indian Investors

Home bias has been a prominent theme in India since the beginning of the mutual fund industry. Investors historically questioned why they should diversify their high GDP growth portfolio (India) with lower growth economies such as the US. This hypothesis has been tested over the last decade. India has delivered a high GDP growth but…

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