Emerging Market Inflows Surge to Record Levels

In a significant development for emerging markets, Elara Capital has reported that inflows into emerging market (EM) funds have reached their strongest pace since 2023. For the sixth consecutive week, EM funds have experienced net inflows, adding $2.4 billion this week alone. This follows a cumulative $4 billion over the past two weeks, according to Elara Capital’s latest Global Liquidity Tracker. The surge in inflows is predominantly driven by large exchange-traded funds (ETFs), with iShares leading the charge.

MSCI India Index Overview

The MSCI India index, a key benchmark for Indian equities, closed at 3021.33 on July 2, 2025. Over the past year, the index has experienced significant volatility, reaching a 52-week high of 3167.29 on September 26, 2024, and a 52-week low of 2529.3 on April 6, 2025. The recent inflows into EM funds, including those targeting Indian equities, could potentially influence the index’s performance in the coming weeks.

Swiggy Shares Rise Following Strategic Investment

In related news, Swiggy’s share price rose by 2.3% following a strategic investment by BNP Paribas Financial Markets, which purchased 0.32 million shares. The shares reached an intraday high of ₹394.95, trading 1.54% higher at ₹392 per share on the BSE at 10:43 AM. This movement contrasts with the BSE Sensex, which was up by 0.07% at 83,294.82. Swiggy’s market capitalization stood at ₹97,750.96 crore, with its 52-week high recorded at ₹617 per share.

Leadership Changes at Persistent Systems

Persistent Systems, a global leader in digital engineering and enterprise modernization, announced the appointment of Shimona Chadha as Chief Marketing Officer. Chadha brings over two decades of experience in marketing transformation, aimed at accelerating growth and enhancing brand impact. This leadership change is expected to bolster Persistent Systems’ strategic initiatives in both the U.S. and India.

Market Outlook for Indian Equities

In a recent analysis by CNBC’s Inside India newsletter, the outlook for Indian equities in the second half of 2025 is explored. The report, authored by Amala Balakrishner from Singapore, examines how India’s market performance compares to its Asian peers. The analysis suggests that Indian equities are at a critical juncture, with potential for significant growth if current trends continue.

These developments highlight a dynamic period for Indian equities and emerging markets, with strategic investments and leadership changes poised to influence market trajectories.