Digital India: The Next Phase

VanEck5.24K FollowersFollow5ShareSavePlay(11min)CommentsSummaryIndia's digital story has changed. Growth is no longer driven by global IT exporters like Infosys and Wipro — it's being driven by domestic consumption, fintech, telecom, and e-commerce serving India's 958 million internet users.The MVIS Digital India Index is being repositioned to match. A new 50% domestic revenue threshold shifts sector weights dramatically — IT falls from 44% to 7%, while Communication Services, Financials, and Consumer Discretionary rise collectively to 79%.The investable universe is expanding fast. Major domestically focused listings in 2025 (Meesho, Groww) and anticipated 2026 IPOs (Jio Platforms, Flipkart, PhonePe) are bringing the depth of India's digital economy into public markets for the first time. da-kuk/E+ via Getty Images India's digital economy is shifting from IT exports to domestic consumption. DGIN's index rebalances toward fintech, e-commerce, and telecom to capture that growth. The MVIS Digital India Index — the underlying benchmark for the VanEck Digital IndiaThis article was written byVanEck5.24K FollowersFollowVanEck is a global asset management firm offering ETFs, mutual funds, private funds, model portfolios, institutional strategies, separately managed accounts, as well as UCITS funds. Since our founding in 1955, putting our clients’ interests first, in all market environments, has been at the heart of the firm’s mission. VanEck has a long history of looking beyond financial markets to spot trends that create meaningful investment opportunities. We were one of the first U.S. asset managers to give investors access to international markets, which set the tone for identifying asset classes and themes such as gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 that later helped shape the investment industry. The firm oversees $161.7 billion in assets as of September 30, 2025. Disclosures: http://ow.ly/SZ9450N5qTJ.