How India Is Becoming the New China in Emerging Markets

India's emergence as a manufacturing and export powerhouse is reshaping the emerging markets landscape. In this episode, Lucas and Luna examine the latest trade data and ETF flows to understand how India is positioning itself as the next China. They discuss the iShares MSCI India ETF (INDA), which is up 8% year-to-date, and the recent surge in foreign direct investment into India's electronics and pharmaceutical sectors. The hosts also explore how India's demographic dividend and digital infrastructure are attracting global supply chains away from China. With Vietnam and Mexico also competing for factory relocations, India's unique advantages in scale and cost are making it a standout in the EM world. The conversation is grounded in the latest headlines, including Blackstone's $13 billion Asia private equity fund, which includes significant India allocation. If you've been wondering whether India can sustain its growth story, this episode provides the data and context you need. #India #EmergingMarkets #Manufacturing #SupplyChains #INDA #ChinaPlusOne #FDI #Demographics #DigitalInfrastructure #Pharmaceuticals #Electronics #Blackstone #AsiaPrivateEquity #ETFs #TradeData #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo