With economic optimism rising and long-term drivers strengthening, these ETFs offer a smart way to tap the country's 2026 breakout potential.
Mexico's decision to raise tariffs as high as 50% will affect $1 billion worth of shipments from major Indian car exporters, including Volkswagen and Hyundai, despite industry lobbying to persuade New Delhi to prevent such a move, according to two sources and a letter from an industry group reviewed by Reuters.
The iShares MSCI India ETF has underperformed other ex-Russia BRICS ETFs in 2025, delivering only low single figure gains, whereas other EMs have presented substantially higher returns. INDA ETF appears cheap relative to its historical average, with a cross-sectional z-score of -0.51, suggesting potential value. Despite near-term headwinds, I see India's economy and stock market as poised for outlying returns over the next decade. Cyclical outperformance also seems likely.
Russian President Vladimir Putin will be in India on Dec 4-5 for the 23rd India-Russia annual summit. The countries are likely to extend cooperation in defense and civil nuclear sector.
The Indian economy grew faster than expected, at an annual rate of 8.2%, in the quarter ending September. The IMF projected sturdy medium-term growth for India despite prolonged uncertainty over a U.S.–India trade deal.
With forecasts rising and growth outlook strengthening across the economy, India ETFs like INDA and EPI could be gearing up for a major run.
India announced a deal that will see the United States supply nearly 10% of New Delhi's liquefied petroleum gas imports. India's imports of U.S. crude "saw a sharp rise in October, reaching 568 thousand barrels per day — the highest level since February 2021.
U.S. President Donald Trump reiterated on Sunday that Indian Prime Minister Narendra Modi told him India will stop buying Russian oil, while warning that New Delhi would continue paying "massive" tariffs if it did not do so.
India's central bank kept its policy rate unchanged as U.S. tariff policy continued to weigh on the South Asian economy's outlook.
The U.S. Customs and Border Protection is probing whether Indian solar panel maker Waaree Energies and its American arm evaded anti-dumping and countervailing duties on solar cells from China and other Southeast Asian nations, Bloomberg News reported on Thursday.
U.S. and Indian officials meet in New Delhi for trade negotiations as India resists opening diary markets and Washington demands a stop to Russian oil purchases.
The government has stepped up efforts to overhaul its economy, while trying to improve its relationship with China.