Why India ETFs Are Falling While Emerging Markets Rally

Episode 133 of The Global Economy Podcast. Lucas and Luna examine why India-focused ETFs like INDA have dropped 2.6% in the past five days even as broader emerging-market funds like EEM gained 1.8%. They trace the divergence to surging Chinese producer inflation, which is compressing margins for Indian manufacturers reliant on Chinese inputs. Import prices from China recently hit their highest since 2008, adding cost pressure. Meanwhile, India's current account deficit is widening, making the rupee vulnerable. The hosts discuss whether this is a buying opportunity or a structural shift, with references to trade balance data and currency trends. #IndiaMarkets #EmergingMarkets #INDA #EEM #ChinaInflation #ProducerPrices #ImportCosts #Rupee #CurrentAccountDeficit #Manufacturing #GlobalTrade #SupplyChain #IndiaEconomy #TradeBalance #FexingoBusiness #BusinessPodcast #Economics #MarketDivergence Keep every episode free: buymeacoffee.com/fexingo