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Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio moves outside of the U.S.
Our global markets watchlist tracks nine prominent indexes from economies around the world.
India's economy is projected to grow between 6.6% and 7.4% in 2026, outpacing most developed markets and positioning the country as a compelling alternative to China for investors seeking emerging market exposure. For those wanting a simple way to capture this growth, iShares India ETF (NYSEARCA:INDA) offers broad access to Indian equities through a single... iShares India ETF Is The Easy Way To Invest in India in 2026.
Despite tariff worries and equity outflows, India's growth story makes its ETFs a compelling play.
The WisdomTree India Earnings Fund (NYSEARCA:EPI) solves a key problem for investors seeking India exposure: accessing one of the world's fastest-growing major economies without overpaying for growth stocks that may never deliver earnings. Unlike market cap weighted funds that tilt toward the largest companies regardless of profitability, EPI weights holdings by actual reported earnings. With... What You Need To Know Before Buying WisdomTree's India Earnings Fund | EPI.
Our global markets watchlist tracks nine prominent indexes from economies around the world.
The Trump trade war has escalated with new U.S. tariff threats on India over Russian oil imports, forcing India into a difficult balancing act between energy security and economic pressure.
The United States could raise tariffs on India if New Delhi doesn't meet Washington's demand to curb purchases of Russian oil, President Donald Trump told reporters aboard Air Force One.
Shares of India's major steel companies jumped between 2% and 4.5% on Wednesday, a day after New Delhi imposed import tariffs on some steel products as the government aims to curb cheap shipments from China.
Our global markets watchlist tracks nine prominent indexes from economies around the world.
The Investment Committee give you their top stocks to watch for the second half.
I recommend a pair trade: Buy iShares MSCI India ETF and short iShares MSCI China ETF, capitalizing on their negative correlation. INDA is rated Buy due to robust financial sector reforms, strong capital inflows, and projected earnings growth of 13.4%. MCHI is rated Sell, pressured by weak consumer discretionary demand, slowing fundamentals, and limited upside from recent stimulus.
Our global markets watchlist tracks nine prominent indexes from economies around the world.
With economic optimism rising and long-term drivers strengthening, these ETFs offer a smart way to tap the country's 2026 breakout potential.
Mexico's decision to raise tariffs as high as 50% will affect $1 billion worth of shipments from major Indian car exporters, including Volkswagen and Hyundai, despite industry lobbying to persuade New Delhi to prevent such a move, according to two sources and a letter from an industry group reviewed by Reuters.
Our global markets watchlist tracks nine prominent indexes from economies around the world.
India ETFs, like INDY and FLIN, draw fresh attention as the country's stock market rallies on the RBI's latest rate cut.
The iShares MSCI India ETF has underperformed other ex-Russia BRICS ETFs in 2025, delivering only low single figure gains, whereas other EMs have presented substantially higher returns. INDA ETF appears cheap relative to its historical average, with a cross-sectional z-score of -0.51, suggesting potential value. Despite near-term headwinds, I see India's economy and stock market as poised for outlying returns over the next decade. Cyclical outperformance also seems likely.
Russian President Vladimir Putin will be in India on Dec 4-5 for the 23rd India-Russia annual summit. The countries are likely to extend cooperation in defense and civil nuclear sector.
Our global markets watchlist tracks nine prominent indexes from economies around the world.