Medley Cap 6.5 % Notes 2015-30.1.21

iStar

Ship Finance

Gelesis Holdings

SBC Exports Ltd.

iShares MSCI India Small Cap ETF

SMIN tracks a market-cap-weighted index of the bottom 14% of companies traded on Indian stock markets.

WisdomTree India Earnings Fund

Franklin FTSE India ETF

Morgan Stanley India Investment Fund Inc

Columbia India Consumer ETF

iShares MSCI India ETF

Nifty India Financials ETF

Direxion Daily MSCI India Bull 2X Shares

iShares India 50 ETF

First Trust India NIFTY 50 Equal Weight ETF

Invesco India ETF

Major Indian banks are expected to sustain high leverage ratios, as healthy profits and a rapidly growing economy will help them build buffers. India's economic growth, which slowed to 5.4% year over year in the July–September quarter from 8.1% in the same period in 2023, is expected to recover as most economists expect the government and companies to step up spending in the coming months.

Indian Banks To Sustain Higher Leverage Ratios On Growing Capital

Hyundai Motor Company

Fundraising via IPOs in India is set for another landmark year after economic growth, favorable market conditions and improvements in the regulatory framework helped companies raise record amounts in 2024. The year-to-date IPO count grew 22.6% from 243 listings in 2023, while fundraising volumes jumped 139% from 588.27 billion rupees. India retains the lead in global growth, S&P Global Ratings said in a Nov. 27 report, with the country's GDP forecast to grow 6.8% in the fiscal year ending March 31, 2025.

India's IPO Market Set For Another High After Landmark Year For Fundraising

I am downgrading SMIN to a hold due to a higher P/E ratio and weakening technical trends despite strong long-term growth prospects. SMIN's portfolio is heavily weighted towards cyclical sectors, which could be vulnerable if emerging-market growth falters. The ETF's seasonality trends are weak from December to February, and technical indicators show bearish divergence and weakening momentum.

SMIN: High Growth-High Price, Spotting A Better Entry (Rating Downgrade)

Vaneck Digital India ETF

INQQ The India Internet & Ecommerce ETF

Recently, I mentioned India as one of the top themes this year. However, I wanted to go further in-depth into this thematic opportunity.

Disruptive Theme of the Week: Digital India

Investing in India's small-cap market offers strong growth potential, with the iShares MSCI India Small-Cap ETF providing diversified exposure to 499 companies. The SMIN ETF's sector composition, with heavy Industrials and Financials exposure, aligns well with India's long-term infrastructure and economic growth prospects. Despite a higher expense ratio of 0.79%, SMIN's past performance and diversification make it a compelling option for investors seeking underappreciated equity exposure.

SMIN: Small-Cap India Outperforms Large

iShares MSCI China Small-Cap ETF

iShares MSCI United Kingdom Small Cap ETF

iShares MSCI Brazil Small-Cap ETF

iShares MSCI Europe Small-Cap ETF

iShares Russell 2000 ETF

iShares MSCI Japan Small-Cap ETF

India small-caps only recently took the lead on the US, with a big jump higher over the last 18 months or so. Small-caps in other countries have been poor options for US investors relative to owning something like the S&P 500 ETF.

Country Small-Cap ETFs

This article discusses the potential risks associated with Indian Prime Minister Modi's election disappointment but concludes that it actually strengthened the case for owning India. The author argues that India demonstrated that it is a genuine democracy able to refocus policies with a prod from the electorate. India's economic growth and development should not be damaged by the modest rebuke to Modi's BJP and could profit from focus on creating a better economic situation for the poor.

SMIN: Poor Electoral Showing For Modi's BJP Actually Improved The Case For India

InfraCap MLP

Roundhill Magnificent Seven ETF

Simplify Health Care ETF

Valkyrie Bitcoin Miners ETF

Wall Street was upbeat in June, as the S&P 500 topped the 5,500 level for the first time. These ETFs also saw strong growth.

Best Performing ETFs by Sector in the Past 30 Days

India looks set for policy continuity in PM Modi's third term. Relative to an exceptional macro/micro setup, valuations aren't all that demanding here. Having outperformed through the last two terms, SMIN's small/mid-caps should continue to do well.

SMIN: No Stopping The Boom In India's Smaller Caps

India's Prime Minister Modi will hold on to his perch of the ruling coalition but his power may be watered down in an election twist, spooking investors who have enjoyed his stable hand for a decade.

Modi's shock election hits India ETFs

India's stock market has been riding on the expectations of a strong win for the Narendra Modi-led alliance in the recently concluded general elections.

India ETFs to Soar on Likely Modi Win

JPMorgan BetaBuilders Japan ETF

iShares MSCI Japan ETF

Franklin FTSE Japan ETF

iShares China Large-Cap ETF

KraneShares Hang Seng Tech Index ETF

On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi Senior Industry Analyst Kirsten Chang to discuss Vanguard's new CEO, ETF flows around the globe, and mounting interest in China-based ETFs. Later, Dave Nadig joined Geraci to discuss the push to use ETFs as a share class of mutual funds.

ETF Prime: Chang on Vanguard's CEO, Global Flows, and More

WisdomTree Japan Hedged Equity Fund

iShares MSCI Emerging Markets ex China ETF

iShares Core MSCI EAFE ETF

Vanguard Total International Stock ETF

April was a relatively quiet month for ETFs across the board. U.S. equity inflows took a breather.

Across the Pond: Global ETF Flows Going Strong

India's stock market has been a standout performer in recent times. The winning trend can continue in the coming months on the election hopes.

Play These India ETFs to Bet on Modi's Likely Election Win

Investors are advised to buy India and stay away from China as India has stronger growth and a better relationship with free market economies including the U.S. China's stock market may seem "dirt cheap" but poor demographics and political issues call its investment future into question while India's good demographics assure future growth. Ongoing economic reforms and infrastructure improvements directed by the Modi regime will continue to raise living standards.

SMIN: Forget China, India Is Still The Way To Go

India's long-term growth prospects remain promising, due to favorable demographic trends and ongoing economic reforms, However, concerns over stretched valuations persist.

6 Reasons to Tap India ETFs Now: 4 Low P/E Picks

The introduction of India government???s bonds into two major global indexes is providing a significant boost to the rapidly expanding nation.

Embrace ETFs to Capture India's Momentum Growth

CSOP FTSE China A50 ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

Xtrackers MSCI China A Inclusion Equity ETF

Avantis Emerging Markets Equity ETF

Avantis Emerging Markets Value ETF

VanEck Vectors Brazil Small-Cap ETF

Direxion Daily MSCI Brazil Bull 2X Shares

ProShares UltraShort MSCI Brazil Capped

Morgan Stanley China A Share Fund Inc

Direxion Daily CSI 300 China A Share Bull 2X Shares

VanEck Vectors ChinaAMC SME-ChiNext ETF

iShares MSCI China A ETF

WisdomTree China ex-State-Owned Enterprises Fund

Xtrackers MSCI Emerging Markets Hedged Equity ETF

Dimensional Emerging Markets Value ETF

Franklin Emerging Market Core

Direxion Daily Emerging Markets Bull 3X Shares

Direxion Daily Emerging Markets Bear 3X Shares

iShares MSCI Emerging Markets ETF

ProShares Ultra MSCI Emerging Markets

ProShares UltraShort MSCI Emerging Markets

Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF

Franklin Templeton Emerging Markets Fund

Global X Next Emerging & Frontier ETF

iShares MSCI EM ESG Optimized ETF

ProShares Short MSCI Emerging Markets

iShares MSCI Brazil ETF

First Trust Brazil AlphaDEX Fund

First Trust Emerging Markets AlphaDEX Fund

Franklin FTSE Brazil ETF

iShares MSCI Frontier 100 ETF

Freedom 100 Emerging Markets ETF

iShares Currency Hedged MSCI Emerging Markets ETF

iShares Core MSCI Emerging Markets ETF

JPMorgan Emerging Markets Equity Core ETF

KraneShares MSCI All China Index ETF

KraneShares Bosera MSCI China A Share ETF

KraneShares SSE STAR Market 50 Index ETF

iShares ESG MSCI EM Leaders ETF

PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF

First Trust RiverFront Dynamic Emerging Markets ETF

Hartford Multifactor Emerging Markets ETF

Schwab Emerging Markets Equity ETF

SPDR Portfolio Emerging Markets ETF

Vanguard FTSE Emerging Markets ETF

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors.

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

iShares MSCI India Small-Cap ETF has generated tremendous alpha for a long time now. Indian small-caps are favored due to the country's strong economic growth, political stability, and encouraging industrial and business conditions. Despite a favorable backdrop, we close with some thoughts on why it may be prudent to not get carried away at these levels.

SMIN: Caution Warranted Towards One Of The Dazzling Equity Counters Of The World

For investors seeking momentum, iShares MSCI India Small-Cap ETF SMIN is probably on the radar. The fund just hit a 52-week high and is up 53.8% from its 52-week low price of $48.11/share.

Small-Cap India ETF (SMIN) Hits New 52-Week High

India's economy is evolving into a consumption-driven powerhouse. The country's allure as a global business and technology hub is on the rise, attracting substantial foreign investment and tech giants.

4 Reasons Why India ETFs Worth a Bet

WisdomTree Japan Hedged SmallCap Equity Fund

Global X MSCI Vietnam ETF

VanEck Vectors Vietnam ETF

For the first half of 2024, market analysts foresee India, Japan, and Vietnam as the most favorable markets in the Asia-Pacific region, as quoted on CNBC.

Analysts Bet Big On 3 Asia-Pacific Markets in 2024: ETFs in Focus

Indian large-cap equity performance has been impressive but nothing compared to the small and mid-caps. The widening small/mid-cap valuation premium is a concern, but investors also need to factor in the earnings growth differential. Heading into a catalyst-rich year ahead, the SMIN rally might still have legs.

SMIN: India's Small/Mid-Caps Are Exuberant But Not Irrationally So

Investing in Indian Small Caps offers high-growth potential and undervalued opportunities for investors. India's fast-growing economy, consumer demand, and government's fiscal approach support the investment thesis. The iShares MSCI India Small-Cap ETF provides diversification benefits and strong returns, despite its high expense ratio.

SMIN: Indian Small Caps - A Gateway To Emerging Market Growth

VanEck China Bond ETF

Global X China Biotech Innovation ETF

Global X MSCI China Communication Services ETF

Global X China Energy ETF

Global X MSCI China Health Care ETF

Global X China Industrials

Global X MSCI China Information Technology ETF

Global X China Materials ETF

Global X China Consumer ETF

Global X MSCI China Real Estate ETF

Global X MSCI China Consumer Staples ETF

Global X MSCI China Utilities ETF

Global X China Financials ETF

Loncar China Biopharma ETF

Xtrackers MSCI All China Equity ETF

Invesco China Technology ETF

iShares MSCI Hong Kong ETF

iShares MSCI Taiwan ETF

First Trust China AlphaDEX Fund

Franklin FTSE China ETF

Franklin FTSE Hong Kong ETF

Franklin FTSE Taiwan ETF

ProShares UltraShort FTSE China 50

SPDR S&P China ETF

KraneShares Bloomberg China Bond Inclusion Index ETF

KraneShares CICC China 5G and Semiconductor Index ETF

Kraneshares MSCI China Environment Index ETF

KraneShares MSCI All China Health Care Index ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Invesco Golden Dragon China ETF

Rayliant Quantamental China Equity ETF

Franklin Templeton Dragon Fund

ProShares Ultra FTSE China 50

Direxion Daily FTSE China Bear 3X Shares

Direxion Daily FTSE China Bull 3X Shares

ProShares Short FTSE China 50

India's potential for economic growth lies in its young population, business-friendly reforms, and technology sectors. To unlock this potential, India needs long-term policies to address structural constraints and short-term infrastructure investments.

Consider This: Is India The New China?

News for iShares MSCI India Small Cap ETF ETF (SMIN)