India: The World Sold It, The Locals Kept Buying

India, tracked by the iShares MSCI India ETF, underperformed with a -8% return versus EEM's +35% over the past year. The 40+ percentage point performance gap signals investor avoidance, but the underlying reasons challenge surface-level assumptions.

Seeking Alpha • Aug 24, 2026

What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

IMVP: Better To Avoid Allocation To This ETF For Present

Invesco India ETF offers broad Indian equity exposure but faces significant macro and currency headwinds, making it unattractive for US investors. IMVP's passive, multi-factor index approach lacks clear factor focus, incurs high turnover, and charges a steep 0.78% expense ratio, eroding returns. Persistent geopolitical risks, elevated energy prices, and INR depreciation compound structural challenges, also amplifying drawdowns for foreign investors.

Seeking Alpha • May 25, 2026