Content and data provided by various third parties and Fidelity − Terms of Use | Help/Glossary
Research > ETFs > ETF / ETP Commentary > 

India ETFs Worthy of Stand-Alone Consideration

BY | ETF Database
05/02/2025 | 234 VIEWS
  • Related Symbols
  • EPI
For many advisors and investors, accessing emerging markets via broad-based funds, including ETFs, is the preferred operating method. That strategy limits exposure to region-specific issues and political volatility, among other traits. However, there are instances in which making single-country bets is rewarding. Take the case of the WisdomTree India Earnings Fund (EPI C+) over the past several years, and more recently, the WisdomTree India Hedged Equity Fund (INDH).Broader gauges of emerging markets and China stocks are mired in multiyear runs of disappointment relative to U.S. equities. But EPI is higher by 31.3% over the past three years. That nearly matches the S&P 500. It’s also better than 3x the returns offered by the MSCI Emerging Markets Index over the same period. Some market observers believe the recent retrenchment in India equities could represent a buying opportunity. “In our view, the recent public equity market correction may offer an attractive entry point into one of the world’s fastest growing major economies, where corporates remain well-positioned to deliver on long-term earnings growth,” observed Goldman Sachs Asset Management (GSAM).Keeping India Separated With EPI, INDHSingle-country investing isn’t for everyone. But as EPI’s aforementioned performance confirms, India stocks have rewarded investors willing to make stand-alone bets on the country. It’s possible that scenario will continue, further boosting the allure of ETFs like EPI and INDH. “We believe India’s equity market presents a compelling case for standalone asset [allocation. That’s due to] its high growth and strong earnings potential, and subsequently, higher equity returns,” noted GSAM. “India also has a large and diverse equity universe, and low correlations to other [markets. That heightens] the appeal of a dedicated India equity allocation.” Those looking for upside amid recent weakness in India stocks can take heart in knowing the pullback has damped valuations slightly. That’s potentially good news for a market that was viewed as one of the most expensive in the world. Furthering the case for EPI and INDH is that India’s fast-growing economy is structurally sound. That arguably makes for a compelling reason to consider the funds than valuation alone.'Fundamentally Strong'“We view India’s economy and corporate sector as fundamentally strong and—with absolute valuations having [cooled. We also] believe the current environment presents an attractive entry point into one of the fastest growing major economies of the world. Consensus earnings estimates remain robust, with 2025 and 2026 earnings at 14% and 15%, [respectively. In our view, that] should continue to support Indian markets,” concluded GSAM. For more news, information, and analysis, visit the Modern Alpha Channel. This article was prepared as part of WisdomTree’s general paid sponsorship of VettaFi | ETF Trends. This specific content within and any opinions expressed therein belong solely to VettaFi and do not reflect the opinion or analysis of WisdomTree, its employees, or its affiliates. Content published on VettaFi | ETF Trends is provided for educational purposes only and should not be considered investment or tax advice. For investment or tax advice, please consult a financial professional.  WisdomTree is an independent company, unaffiliated with VettaFi | ETF Trends. WisdomTree has not been involved with the preparation of the content supplied by VettaFi | ETF Trends. It does not guarantee, or assume any responsibility for its content.

More Commentary

Put/Write ETF Could Gain Steam as Investors Embrace Options ETFs
BY | ETF Database
05/23/2025 | 67 VIEWS
Most Recent Tech Earnings Ease Anxiety Over AI Trade
BY | ETF Database
05/22/2025 | 39 VIEWS
In Ongoing Volatility, Look to Hedged Equity Strategies
BY | ETF Database
05/22/2025 | 59 VIEWS
View more Commentary

Search Commentary

Enter Keyword(s)
Filter Results

Performance data shown is past performance and is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore you have a gain or loss when you sell your shares. For standard quarterly performance, go to the fund's Snapshot page by clicking on the ETF/ETP's symbol.

ETFs may trade at a premium or discount to their NAV and are subject to the market fluctuations of their underlying investments.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF's prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.

FBS receives compensation from the fund's advisor or its affiliates in connection with a marketing program that includes the promotion of this security and other ETFs to customers ("Marketing Program"). The Marketing Program creates incentives for FBS to encourage the purchase of certain ETFs. Additional information about the sources, amounts, and terms of compensation is in the ETF's prospectus and related documents. Please note that this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.

News, commentary (including "Related Symbols") and events are from third-party sources unaffiliated with Fidelity. Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use.

Any data, charts and other information provided on this page are intended to help self-directed investors evaluate exchange traded products (ETPs), including, but limited to exchange traded funds (ETFs) and exchange traded notes (ETNs). Criteria and inputs entered, including the choice to make ETP comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a particular security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.

Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.