India ETFs Could Regain EM Leadership Role

INDA tracks the MSCI India Index, a market capitalization-weighted index that is fairly top heavy. PIN follows the Indus India Index, which takes the largest companies listed on two major Indian exchanges. EPI tracks the WisdomTree India Earnings Index, which weights holdings based on earnings, so the fund may have a greater tilt toward smaller companies.

Barron’s Roundtable member Jeffrey Gundlach, of DoubleLine Capital, thinks the opportunity to buy India may not come until later this year. Koch is more bullish now on India as part of a long-term emerging market allocation of as much as 10%. But she warns not to check performance daily,” adds Barron’s.

iShares MSCI India ETF