View all WisdomTree insights in the India category.
Indian equities have fallen for eight consecutive weeks, yet domestic investors continue buying as valuations reach six-year lows. Christopher Gannatti examines the forces behind India’s market decline, why the long-term growth thesis may remain intact and what could signal a turnaround.
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India's equity upgrade ratio is running at one of its best levels in more than three years, foreign positioning remains unusually light, and credit growth has hit a decade high. Christopher Gannatti examines whether the confluence of earnings, consumption, and capital flow signals marks the beginning of a meaningful turn for Indian equities.
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India equity ETFs just saw over $1.7B in outflows in 30 days—an extreme move by historical standards. Chris Gannatti and Jon Flynn explain why this wave of selling has often marked a turning point, supporting a contrarian case for India.
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India sits at the intersection of energy vulnerability and long-term economic ambition, creating both friction and opportunity. Christopher Gannatti makes the case that as markets reassess this shift, investors may look to vehicles like the WisdomTree India Earnings Fund (EPI) for exposure.
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The U.S.–India trade deal has eased tariff uncertainty and helped reset investor sentiment toward Indian equities. Christopher Gannatti, Samuel Rines and Ayush Babel explains why the agreement matters, but argues its real value is as confirmation of a growth story already driven by domestic demand, policy continuity and capital formation.
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India underperformed in 2025, but not because its fundamentals faltered Ayush Babel and Alejandro Saltiel explain why this ‘reset year’ cleared the way for a more balanced and compelling outlook in 2026.
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India’s overheated market has cooled as Nifty 50 valuations settle at more reasonable levels. Chris Gannatti explains why this valuation reset, combined with post-election policy clarity, sets the stage for renewed investor confidence in India’s growth outlook.
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India’s new Goods and Services Tax (GST) reform cuts taxes on everything from food to tractors, boosting household demand just ahead of a strong harvest. Christopher Gannatti analyzes why this policy shift could signal a new leg of structural growth for long-term investors.
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A GST cut on cars in India could trigger a 0.5%–0.6% GDP boost and slash inflation by 40 basis points. Chris Gannatti and Sam Rines explain why this policy move might supercharge consumer sentiment, and why Maruti Suzuki and Mahindra & Mahindra are poised to benefit most.
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While headlines chase China’s rebound, India is quietly redefining emerging market leadership from the ground up. Chris Gannatti highlights how domestic investors, new sectors and structural resilience are fueling India’s next chapter, and why performance laggards may be tomorrow’s compounders.
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Global headlines turned cautious on India in 2025, but the fundamentals told a different story. Chris Gannatti and Ayush Babel make the case that under the noise of tariffs and rotation, India’s structural engines, from credit growth to services exports, remain firmly in gear.
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Japan is quietly rewriting the rules of Indo-Pacific geopolitics by embedding itself deep within India’s growth story. Christopher Gannatti and Samuel Rines explain how Japan’s patient capital and strategic alignment with India offer investors a unique lens on regional convergence.
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