Why We Are Now Bullish on India

 

While the U.S. may be the world’s oldest democracy, India is its largest. After completing a mammoth democratic exercise, the country finally gave its verdict when it selected prime minister Narendra Damodardas Modi again as its leader. At WisdomTree, we believe the outcome of the elections is good for India—and for investors.

 


Commentaries from Our Thought Leaders

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India’s Elections: What Should Investors Expect from Modi 2.0?

by Gaurav Sinha

After completing a mammoth democratic exercise, the world’s largest democracy finally gave its verdict when it selected Modi again as its leader. Gaurav Sinha provides his analysis of what investors can expect from India’s newly elected government—what we’re calling, Modi 2.0.

 

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A Sneak Peek into the World’s Largest and Most Expensive Democratic Exercise

by Gaurav Sinha

There’s a common saying in the intellectual circles of Delhi, India: “Elections are the biggest festivals of a democracy.” This once-every-five-years festivity is back, and nearly one billion voters in the world’s largest democracy are ready to celebrate. Here are some key facts and figures for this mammoth exercise.

 

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India: Observations from the Ground

by Gaurav Sinha

There are a lot of macro indicators we can use to track a country, but nothing compares to on-the-ground observations. After completing a weeklong trip to India, Gaurav Sinha shares the scale at which growth is happening in that part of the world.

 

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India Elections & Markets: Behind the Markets Special Edition

By Jeremy Schwartz

Last week on a special edition of our “Behind the Markets” podcast, Jeremy Schwartz was joined by Gaurav Sinha, Associate Director of Asset Allocation and Modern Alpha at WisdomTree, and Srinivas Thiruvadanthai of the Jerome Levy Forecasting Center to discuss India’s general elections.

 

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Interested in more India research? Visit our blog.

A Better Approach to Indian Equities

 

The case for India in general is strong, as it is a $2.5 trillion economy with a high growth rate that we expect to continue for the foreseeable future. Of course, all India funds are not created equal. The WisdomTree India Earnings Fund may be best positioned to help you capitalize on India's latest developments.

INDIA EARNINGS FUND

 

The WisdomTree India Earnings Fund (EPI) provides broad access to India's profitable companies using a valuation-centric approach, designed to manage valuation risk and magnify the effect positive earnings have on performance.

Learn more about EPI

The Case for the India Earnings Fund (EPI)