For India and China, 2021 is a tale of two equity markets. But when it comes to energy—particularly coal-generated electricity—the two countries are remarkably similar. Liqian Ren discusses the potential impact of this reliance on India and China’s economic growth.
For those looking to access the unique value opportunity in India, we prefer a strategy emphasizing these sectors as well as positive earnings in order to potentially benefit from continued economic growth. We believe the WisdomTree India Earnings Fund (EPI) may be able to deliver both.