SMIN: Forget China, India Is Still The Way To Go

Investors are advised to buy India and stay away from China as India has stronger growth and a better relationship with free market economies including the U.S. China's stock market may be dirt cheap, but it is cheap for a good and durable reason. The best way to play India is iShares MSCI India Small-Cap ETF.

Emerging Markets - A Changed Asset Class?

Investors have traditionally considered emerging markets to be riskier than developed markets. Recent data point to significant changes in EM fixed income and equity markets. EMs remain resilient during recent DM hiking cycle. EM growth is not as dependent on China as it used to be. Investors may be getting more attuned to these shifts.

Is WisdomTree India Earnings ETF (EPI) a Strong ETF Right Now?

Weekly Report: what happened at INDA last week (0408-0412)?

Tesla Scouts For Its First India Showroom Locations

Reported Earlier, Japan's MUFG In Talks To Invest In India's HDFC Bank Unit; Mitsubishi UFJ Financial Group Seeks To Invest In Nonbank Lender Affiliated With HDFC Bank; Negotiations Underway For MUFG To Buy Around 20% Of Shares In HDB Financial Services For ¥200 Billion - ¥300 Billion

Noteworthy ETF Outflows: INDA

India Foreign Ministry Advises Indians Against Traveling To Iran And Israel Until Further Notice

Global Market Perspectives Q2 2024: What's Not To Like?

Home Market Outlook Today's Market Perspectives Q2 2024: What's Not To Like? U.S. Economy continues to grow, overshadowing other major global economies of 2023. With most other global economies still struggling, the U.s. Will remain the strongest global performer.

EPI: A Standout 'All-Cap' India Play

India has been among the best-performing equity markets over the last year. WisdomTree India Earnings Fund ETF (EPI) is a great vehicle to capture India's equity upside. EPI has a balanced mix of large- and small-cap stocks in its portfolio. The fund has been heavily levered to India's upcoming elections.

Goldman Sachs Unveils “New Investment Era” 

Goldman Sachs has announced the beginning of a “New Investment Era” The investment bank believes investors can achieve diversification by looking beyond traditional stocks and bonds. Goldman Sachs says the TINA era may be taking a hiatus as investors look for alternatives to the stock market. The bank says investors can now look at alternative asset classes like infrastructure and real estate.

"Apple's India iPhone Output Hits $14B In China Shift; It Now Assembles About 1 In 7 Of Its iPhones From India; That Ramp-Up Suggests An Accelerating Shift From China" - Bloomberg News

Emerging Markets Activity Expands At Fastest Pace In 10 Months

Emerging Markets Activity Expands At Fastest Pace In 10 months. Incoming new business for emerging market goods and services rose in March at the quickest pace since last May. India continues to lead growth in both the manufacturing and service sectors. In March emerging markets growth accelerated at the fastest pace since May 2024.

Playing Demographic Divergence Now

By 2050, one in six people globally will be over the age of 65. The number of people of working age is shrinking across developed markets but growing in emerging markets. Working-age populations are declining in major economies. We favor countries that are better adapting to the demographic shifts.

IShares Spring 2024 Investment Directions

Home Investing Strategy Portfolio Strategy IShares Spring 2024 Investment Directions. The U.S. Economy has evolved largely as we anticipated in our 2024 Year Ahead Outlook. BlackRock believes the Fed will deliver three rate cuts in 2024. Inflation is still stubbornly above the Fed’s target while economic growth is slowing.

Broaden Your Investment Horizons

It may be time to look beyond the U.S. For equity market performance. Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery. Europe could cut its interest rates sooner than the United States. Europe's manufacturing activity could get a boost from stimulus.

Weekly Report: what happened at INDA last week (0401-0405)?

Just Transition And Emerging Markets: Weighing The Risks

The concept of a "just transition" is gaining ground among investors concerned about the social risks of moving from fossil fuels to alternative energy sources. Coal- or oil-exporting countries with undiversified economies may face significant transition risks. These risks are particularly high in emerging markets. The Just Transition Index measures countries across a range of key indicators.

Weekly Commentary: Global Ring Of Fire

Money Market Fund Assets surged $70.5 billion last week to a record $6.111 TN. Milton Friedman: The Great Depression was the height of the boom and the depth of the depression. Doug Noland says we are in the "terminal phase of history's greatest boom and bust.

Global Equity Valuations: Pockets Of Opportunity