VanEck India Growth Leaders ETF

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

The RBI is intervening heavily in the currency market, selling $800 million to $2 billion daily to counter the rupee's nearly 8% decline this year. Factors such as high oil prices, rising U.S. Treasury yields, and geopolitical uncertainty are impacting the rupee. To support liquidity, the central bank has announced repo auctions and a USD/INR swap.

RBI boosts daily dollar sales to slow rupee fall

India's inflation-targeting framework has successfully reduced inflation but may be too rigid in the current volatile economic climate. The reliance on past inflation data can lead to pro-cyclical monetary policy, exacerbating business cycles. High real interest rates during banking crises have hindered growth, and recent aggressive rate hikes may have been premature. With rising oil prices due to geopolitical tensions, there is a risk that the Reserve Bank of India may react inappropriately to reported inflation, potentially harming economic stability.

Business Standard

Is India's inflation targeting too rigid for this oil-shock climate?

DGIN

GLIN

INDE

INDZ

India’s youthful population is more interested in domestic consumption than citizens in export-focused nations like China and Japan. That should drive growth for local businesses.

Vaneck Digital India ETF

Matthews India Active ETF

VanEck India Select ETF

4 active ETFs to ride India’s comeback

NFTY

INDA

India is considering reducing taxes on bond investments by foreign investors to align with global norms and attract more inflows. This recommendation from the Reserve Bank of India is under serious consideration by the Finance Ministry, aiming to address the depreciation of the rupee, which recently hit a record low against the U.S. dollar. Following this news, the 10-year benchmark bond yield decreased by 2 basis points to 7.03%.

Yahoo Finance

Xtrackers Nifty 500 India ETF

First Trust India Nifty 50 Equal Weight

ISHRS MSCI India

Thomson Reuters

India considers reducing taxes on bond investments by foreigners, Bloomberg News reports

Global markets are showing signs of stability in West Asia, but public debt is a growing concern, projected to reach nearly 100% of global GDP by 2029. India's elevated debt exposes it to currency pressures and higher borrowing costs. Labor unrest in Noida highlights deep-rooted issues in the workforce, including wage disparities and irregular payments. K P Krishnan critiques the RBI's currency stabilization efforts, suggesting a return to a market-determined exchange rate. Vinayak Chatterjee discusses India's shift in infrastructure strategy towards asset monetization, emphasizing the need for effective contract design and regulatory clarity.

Wtree India Earnings

Best of BS Opinion: Global debt and local stress redraw India's path

INDL

In March, the Indian government amended its Foreign Direct Investment (FDI) rules to relax restrictions on Chinese investments in response to slowing economic growth and capital shortages. The economic growth rate for India in the fiscal year 2024-2025 is expected to be 6.5%, the lowest in four years. India is facing increasing external pressures, particularly due to disruptions in the global energy supply chain. This policy adjustment aims to attract foreign investment and enhance economic competitiveness, especially in the solar energy and electronics manufacturing sectors

- In March, the Indian government revised foreign direct investment (FDI) rules, easing restrictions on Chinese investments in sectors like electronics and solar cells.  
- This marks India's first systematic relaxation of investment limits since 2020, aimed at addressing capital shortages and reinforcing its economic structure amidst slowing growth and external pressures.  
- While the adjustments signal a warming in India-China trade relations, significant restrictions remain on Chinese investments, reflecting India's balancing act in the current international trade landscape.

腾讯新闻 - 财经

Direxion Daily MSCI India Bull 2X

Nippon Life Insurance Co.

India's economy seeks trade balance under pressure

IUSG

SCHG

In trading on Wednesday, shares of the VanEck India Growth Leaders ETF (GLIN) fell into oversold territory, trading as low as $41.67 per share. The Relative Strength Index (RSI) for GLIN is at 26.1, indicating oversold conditions, compared to the S&P 500's RSI of 37.0. This may suggest that heavy selling is nearing exhaustion, presenting potential buying opportunities. GLIN's 52-week range is between $39.44 and $48.39, with the last trade at $41.84, reflecting a 1.9% decline for the day.

nasdaq

VG Mga Cap 300 Grw

ISHRS MSCI Eafe Growth

iShares Core S&P US Growth

VG Growth

Schw Us L-Cp Grw

VanEck India Growth Leaders Getting Very Oversold

IMVP

Foreign portfolio investment (FPI) flows in India have diverged this financial year, with equities seeing a net outflow of Rs 1.37 trillion due to geopolitical tensions, while the debt segment attracted Rs 13,964 crore in inflows, driven by yield-seeking investors. Despite a 100 basis points rate cut, the yield on the 10-year government bond rose by 14 basis points. However, inflows have slowed, indicating weak investor conviction, and expectations for significant passive inflows from Bloomberg Index inclusion have been tempered, with updates expected in mid-2026.

Invesco India ETF

Ps India Port

Amid large FPI outflows from equity, debt attracted inflows in FY26

SMIN

The Union Budget 2026 must focus on three key areas to support small and mid-cap earnings: 1) Ensure strong public capex with effective execution to create a multi-year order cycle; 2) Shift from thematic focus to scalable execution in defense, manufacturing, and AI; 3) Support consumption and MSMEs while maintaining fiscal discipline. A successful budget will enhance capex growth, improve working capital, and stabilize tax policies, enabling small and mid-caps to transition into a healthier earnings compounding phase.

- The Union Budget 2026 is expected to enhance public capital expenditure (capex) by 10-15%, focusing on execution to improve profitability and cash flow for small and mid-cap companies.  
- Key areas of attention include sustaining capex growth, broadening private capex participation, and supporting consumption without compromising fiscal discipline.  
- Successful delivery on these expectations could transition small and mid-caps from a volatile phase to a sustained earnings growth cycle, especially in sectors like defense, manufacturing, and infrastructure.

Money Control

ISHRS MSCI India S-Cap

Three things Union Budget 2026 must get right to restart earnings compounding in small and mid caps

VanEck India Growth Leaders ETF(GLIN.US)