Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
India ETF INDA Defies EM Slump on Domestic Demand
While most emerging-market ETFs have stumbled in May 2026, India's INDA has quietly gained 0.3 percent over the past five days, shrugging off the China tech selloff and a stronger dollar. Lucas and Luna dig into what's driving this resilience: India's booming domestic consumption, its insulation from the trade-war crossfire, and the structural shift as global supply chains diversify away from China. They explore whether the India premium is sustainable or if valuations have stretched too far. With the Indian rupee stable against the yuan and the services PMI still expansionary…
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