Why Brazil ETFs Are Surging While India ETFs Slide

Episode 108 of The Global Economy Podcast examines the sharp divergence between Brazil and India ETFs in July 2026. While the iShares MSCI Brazil ETF (EWZ) has gained 2.9% over the past week, the iShares MSCI India ETF (INDA) has fallen 1.2%. Lucas and Luna break down the drivers: Brazil's commodity exports benefiting from a weaker dollar and China demand, versus India's vulnerability to rising oil prices and slowing domestic consumption. They also explore how the yen's weakness is affecting both emerging markets through trade channels and portfolio flows. Specific data points include the trade-weighted dollar index at 120.7, the yen at 160.9 per dollar, and Brazil's central bank rate decision. The hosts also compare the fiscal positions of each country and discuss what it means for investors looking at EM allocations in mid-2026. #Brazil #India #EmergingMarkets #EWZ #INDA #ETFs #GlobalEconomy #CurrencyWars #Yen #Dollar #Commodities #FiscalPolicy #CentralBanks #Trade #Investment #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo