APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

Seeking Alpha • Jul 29, 2025

Indian Equities Are A Good Opportunity, But PIN Is Not The Best Fund

The Invesco India ETF offers exposure to slightly higher quality Indian stocks but suffers from higher expenses, lower liquidity, and inconsistent income compared to peer India ETFs. India's macroeconomic outlook is robust, with strong GDP growth, limited tariff impact, and supportive monetary policy driving positive sentiment for Indian equities. Despite PIN's unique strategy, its performance and risk-adjusted returns do not justify choosing it over more cost-effective and liquid alternatives like FLIN.

Seeking Alpha • Jul 14, 2025

PIN: 3 Reasons To Turn Cautiously Optimistic On This Quality Indian ETF (Rating Upgrade)

PIN which focuses on around 200 quality and high yielding Indian stocks has barely moved over the past year, but we are now prepared to turn cautiously optimistic. Loan growth which has been on a declining trend for a while, looks to have bottomed out, while lower LCR requirements next year could lift credit growth by 1.5-2%. PIN offers a compelling earnings growth-to-valuation tradeoff, versus other emerging markets, and global stocks.

Seeking Alpha • Jul 10, 2025

Should You Buy the Dip in India ETFs Amid Pakistan Tensions?

India stocks and ETFs experienced sharp declines as geopolitical tensions with Pakistan intensified.

Zacks Investment Research • May 9, 2025

India ETFs Bounce Back: Here's Why

India's stocks have erased most of this year's losses, thanks to early signs of increased government spending and monetary easing.

Zacks Investment Research • Mar 25, 2025

PIN: Quality Shines Through The Indian Downturn

Indian equities may be going through a particularly bad patch. But the Invesco India ETF's emphasis on quality has helped to limit its downside. With external uncertainties looming large, a PIN allocation still makes sense.

Seeking Alpha • Mar 15, 2025

PIN: Riding Out The Indian Storm

Indian stocks have pulled back after a very strong year. But even against a challenged Q4 backdrop, the quality-focused Invesco India ETF (PIN) has proven resilient. Heading into a potentially volatile year ahead, adding some downside protection via PIN still makes a lot of sense.

Seeking Alpha • Dec 29, 2024

Indian Banks To Sustain Higher Leverage Ratios On Growing Capital

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.

Seeking Alpha • Dec 17, 2024

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

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.

Seeking Alpha • Dec 7, 2024

PIN: Still The Go-To Defensive India Play

Indian stocks have begun to pull back after an outstanding year. Yet, underlying fundamentals remain as robust as ever. Quality-focused PIN ranks highly for those looking to play it safe anyway.

Seeking Alpha • Oct 9, 2024