『How India ETFs Are Defying the Global Selloff in June 2026』のカバーアート

How India ETFs Are Defying the Global Selloff in June 2026

How India ETFs Are Defying the Global Selloff in June 2026

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While most emerging market ETFs are getting hammered this week — South Korea's EWY down 19 percent, Taiwan's EWT falling 7.8 percent — India's INDA has dropped only 1.4 percent. Lucas and Luna dig into why Indian equities are holding up. They look at India's domestic-demand-driven economy, its insulation from the Iran-driven energy shock, and the steady flow of foreign portfolio investment despite global risk-off. They also examine the trade-off: India's export sectors aren't booming like Korea's tech or Taiwan's semiconductors, but that weakness is now a strength. With the S&P 500 down 2.8 percent and the Nasdaq off 5.1 percent, the question is whether India's resilience is a buying opportunity or a warning that its premium valuation is about to compress. Specific data points include the trade-weighted dollar index at 118.9, the yuan at 6.77 per dollar, and the yen at 159.2. #India #EmergingMarkets #INDA #GlobalSelloff #IranWar #EnergyShock #DollarIndex #TradeFlows #Equities #PortfolioFlows #DomesticDemand #Valuation #Resilience #Economics #FexingoBusiness #BusinessPodcast #GlobalEconomy #MarketDiversification Keep every episode free: buymeacoffee.com/fexingo
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