Why India Is The Must-Own Emerging Market And How To Play It

Jim Sloan23.14K FollowersFollow5ShareSavePlay(21min)CommentsSummaryA recent trip to India reinforced my view that Indian stocks are relatively inexpensive at this moment and have an outstanding long-term future.India has one of the world's youngest populations, and a recent tax reform is likely to greatly increase consumption and lift the economy.India seems likely to keep up with U.S. AI growth stocks, though more fundamental and less risky.The best way to play India is either the low expense ratio Franklin India ETF, perhaps followed by the Wisdom Tree Non-Cap Weighted ETF. IherPhoto/iStock via Getty Images In 2025, emerging markets began to outperform, as many market savants had been predicting for a year or two. The EM outperformance was part of a general movement toward international investments, which had been out of favor for more than a decade. Emerging markets lookedThis article was written byJim Sloan23.14K FollowersFollowI am a retired professor, a retired investment adviser, and currently a private investor and full-time tennis pro. I bought my first stock in a custodial account in 1958. I am a student of history, particularly military and economic/market history. The intellectual passions of my retirement years have been markets, mathematics, and quantum theory. Recently I have found myself reading book after book on the thoughts and feelings of animals, and I believe they are subtly influencing some of my views. I have a cat I like a lot. I like to travel. I served in Vietnam.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in FLIN over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.