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Reading: India’s Headlines Got Worse. The Investment Case Got Better.
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Market Analysis

India’s Headlines Got Worse. The Investment Case Got Better.

Last updated: August 16, 2025 9:30 pm
Published: 7 months ago
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Source: U. Chachra and B. Gambhir, “India Economics – Macro Indicators Chartbook: Balancing Growth and Stability amid Uncertainty,” Morgan Stanley India Company Private Limited, 7/24/25.

Source: Chachra & Gambhir, 2025, pp. 22-23.

Source: “World Economic Outlook: A critical juncture amid policy shifts” (update released July 2025), International Monetary Fund, April 2025.

Source: “All banks need to swiftly pass on 50

Source: “Highlights of the annual banks’ performance in FY 2024-25” [press release], Reserve Bank of India, May 2025.

Source: “FMCG Growth Momentum Shifts: Rural India and Small Players Take Charge” [market analysis], NielsenIQ, 2025.

Source: “India services growth hits 11

Source: “Services exports reach USD 387.5 billion in FY 2024-25” [Government of India press release], Press Information Bureau, 5/1/25.

Source: “Highlights of Union Budget 2025

“Year

Source: “Google to invest $6 billion in southern India data centre, sources say,” Reuters, 7/30/25.

Sources: “India Hyperscale Data Center Market Size, Share and Forecast” [industry report], Credence Research, 10/8/24; “UPI Handles 84% of India’s Retail Payment Volume in FY25: RBI report” [online article], Medianama, 5/30/25.

14Source: S. Sethuraman, “Morgan Stanley sees Sensex at 89,000 by June 2026, upside potential of 8%,” Business Standard, 5/21/25.

Source: “A study on the impact of FII and DII net investments on Nifty 50 index. Journal of Emerging Market Research, 2015-2025 trends,” Neliti, 2025.

Source: “India’s corporate earnings growth stays weak, banks and IT firms disappoint,” Reuters, 8/5/25.

Source: Khandekar, 2025.

Source: “PM Modi hails India’s journey towards self-reliance and global leadership in defence manufacturing” [press release], Government of India Prime Minister’s Office, 4/1/25.

Sources: “India to decline F35 fighter jet deal after Trump’s 25% tariff salvo” [news article], The Economic Times, 8/1/25; “Make in India’s leap in electronics manufacturing & exports” [Government of India press release], Press Information Bureau, 4/8/25.

U.S. investors only: Click here to obtain a WisdomTree ETF prospectus which contains investment objectives, risks, charges, expenses, and other information; read and consider carefully before investing.

There are risks involved with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, currency, fixed income and alternative investments include additional risks. Please see prospectus for discussion of risks.

Past performance is not indicative of future results. This material contains the opinions of the author, which are subject to change, and should not to be considered or interpreted as a recommendation to participate in any particular trading strategy, or deemed to be an offer or sale of any investment product and it should not be relied on as such. There is no guarantee that any strategies discussed will work under all market conditions. This material represents an assessment of the market environment at a specific time and is not intended to be a forecast of future events or a guarantee of future results. This material should not be relied upon as research or investment advice regarding any security in particular. The user of this information assumes the entire risk of any use made of the information provided herein. Neither WisdomTree nor its affiliates, nor Foreside Fund Services, LLC, or its affiliates provide tax or legal advice. Investors seeking tax or legal advice should consult their tax or legal advisor. Unless expressly stated otherwise the opinions, interpretations or findings expressed herein do not necessarily represent the views of WisdomTree or any of its affiliates.

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