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INCO: EU-India Trade Deal Favors Broader India Exposure
Columbia India Consumer ETF is rated 'Hold' due to its narrow sector focus and limited near-term benefit from the EU-India trade deal. INCO's heavy concentration in consumer discretionary, especially autos (~33%), exposes it to sector-specific risks and recent underperformance versus broader India ETFs. Valuation is stretched with high P/E (35.92) and P/B (6.85), while the fund offers no dividend and a middling expense ratio (0.75%).
