How India ETFs Are Defying the Global Selloff in June 2026

While most emerging market ETFs are getting hammered this week — South Korea's EWY down 19 percent, Taiwan's EWT falling 7.8 percent — India's INDA has dropped only 1.4 percent. Lucas and Luna dig into why Indian equities are holding up. They look at India's domestic-demand-driven economy, its insulation from the Iran-driven energy shock, and the steady flow of foreign portfolio investment despite global risk-off. They also examine the trade-off: India's export sectors aren't booming like Korea's tech or Taiwan's semiconductors, but that weakness is now a strength. With the S&P 500 down 2.8 percent and the Nasdaq off 5.1 percent, the question is whether India's resilience is a buying opportunity or a warning that its premium valuation is about to compress. Specific data points include the trade-weighted dollar index at 118.9, the yuan at 6.77 per dollar, and the yen at 159.2. #India #EmergingMarkets #INDA #GlobalSelloff #IranWar #EnergyShock #DollarIndex #TradeFlows #Equities #PortfolioFlows #DomesticDemand #Valuation #Resilience #Economics #FexingoBusiness #BusinessPodcast #GlobalEconomy #MarketDiversification Keep every episode free: buymeacoffee.com/fexingo