Why India ETFs Are Falling While Brazil ETFs Rally

Episode 109 of The Global Economy Podcast with Fexingo. Lucas and Luna examine the sharp divergence between Brazil and India ETFs in July 2026. With Brazil's EWZ up nearly 3% over the past week and India's INDA down 1.2%, the hosts explore what's driving the split: China's rising producer inflation boosting commodity demand, India's cooling domestic demand, and the weakening dollar reshaping emerging market flows. They also discuss how trade balance data and labor force participation trends in the US are influencing investor sentiment. A focused look at two emerging market giants heading in opposite directions. #BrazilETFs #IndiaETFs #EmergingMarkets #EWZ #INDA #ChinaInflation #Commodities #DollarWeakness #GlobalTrade #TradeBalance #LaborForceParticipation #EconomicDivergence #FexingoBusiness #BusinessPodcast #GlobalEconomy #Investing #ETFs #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo