Indiska ETFer är börshandlade fonder som satsar på Indien, mer korrekt aktier som handlas på aktiemarknaden i Indien. Detta är ett tillväxtmarknadsspel, vilket innebär att den bär högre risk än mer mogna marknader. Indiens ekonomi växer, men är inte helt stabil och kan vara föremål för volatilitet. Den högre risken kan innebära högre avkastning, som varje ETF på listan nedanför visar. Vi har valt börshandlade fonder som satsar på Indien som hade hög årlig avkastning 2017. Trots att de har de kämpat 2018 ser de bra ut att utnyttja de ekonomiska trenderna år 2018.
En Indien ETF är inte en buy-and-hold-investering. Du måste konsekvent övervaka inte bara varje ETFs prestation, utan också ekonomins tillstånd i Indien.
Här är Fem börshandlade fonder som satsar på Indien, kanske de bästa som finns på marknaden i dag
Direxion Daily MSCI India Bull 3x ETF (INDL)
INDL använder MSCI India Index som riktmärke. Medan det syftar till att investera 80% av sina tillgångar i värdepapper från indexet, kan de övriga 20% investeras i finansiella instrument med hävstång. Målet är att uppnå 300 % avkastning. Det vill säga att fonden försöker växa till tre gånger det underliggande indexet.
Detta bidrar till stor risk för att förluster kan accelereras på samma sätt som vinster kan när innehav utnyttjas. Fokus på stora cap och mid-cap aktier bidrar till att kompensera en del av risken.
Detta är en annan small cap fokuserad ETF som använder sig av MVIS India Small-Cap Index som referensindex. Aktierna som ingår i detta index är kapitalviktade, så den börshandlade fonden allokerar sitt kapital på samma sätt. Fonden försöker hålla 80% av sina tillgångar i värdepapper från indexet, men kan ha så mycket som 95% av tillgångarna som investeras i indexet vid en viss tidpunkt.
SMIN försöker uppnå samma resultat som MSCI India Small Cap Index. Det kan från tid till annan investera i värdepapper som inte finns i indexet men som förväntas uppträda på samma sätt som de värdepapper som finns i indexet. Observera att de företrädda företagen ligger i de nedersta 14% av alla indiska företag i fråga om marknadsvärde.
För investerare som gillar både småbolag och indiska aktier är SCIF en möjlighet att investera i denna specialkorg av aktier: MVIS India Small Cap Index. Fonden kan använda certifikat förutom att investera direkt i värdepapper från indexet. Observera att mikro cap företag ingår i indexet, så denna investering kan ha en högre risk.
Denna ETF följer Indxx India Infrastructure Index. Minst 80 % av tillgångarna placeras i aktier i företag som ingår i detta index.
Fokus ligger på företag som är involverade i infrastruktur, så det skulle vara en investering för dem som tror att Indien sannolikt kommer att öka sin infrastruktur för att möta behoven hos världens näst största befolkning (efter Kina). Detta fokus ger investerare möjlighet att investera i en smal del av den indiska ekonomin.
För den som är villig att ta större risk för att uppnå högre avkastning, erbjuder dessa fem ETFer exponering för den framväxande marknaden i Indien. Men en investering i börshandlade fonder som satsar på Indien bör övervakas noggrant. Eftersom börshandlade fonder handlar som aktier kan en försiktig investerare sälja andelar när avkastningen inte längre är attraktiv.
• Commodities: Softer Chinese economy weighs on commodities.
• Equities: Already buoyant stocks to increase risk appetite.
• Currencies: The PBOC cut rates while ECB kept rates unchanged.
• Upcoming webinar: Commodities – Is the Outlook Changing? Register here to attend
Chinese GDP fell below the 7% target for the first time since Q2 2009 and whilst higher than expected, declining sentiment put downward pressure on most asset classes last week. Combined with weaker Chinese industrial production and a stronger USD, commodities have given back most of their recent gains. Stocks fell early last week before rebounding on the expectation of further stimulus from the European Central Bank by the end of 2015 and on the People’s Bank of China (PBOC) rate and reserve requirement ratio cut last Friday. Although the PBOC decision took the market by surprise, and initially buoyed sentiment, uncertainty surrounding the outlook for growth could weigh on sentiment for the coming week.
Commodities
Softer Chinese economy weighs on commodities. Although above market expectations, China GDP for Q3 fell below the Chinese government 7% target for 2015. Combined with lower-than-expected industrial production and a stronger USD, commodities fell by 1.8% last week, giving back most of their previous weeks’ gains. Gold slipped 1.5%, closing at US$1,167/oz. on Thursday, 0.7% below its 200-day moving average while large increase in US inventories weighed on the price of WTI, down 2.2%. Coffee plunged 10% over the past week on lower beans quality in Columbia and rain in Brazil while sugar rose 3% on strong China imports in September. Although the past three weeks saw what looked like a bear rally, commodities came under pressure again last week. We expect that continued global demand combined with further production cuts will eventually ease pressure on many commodities.
Equities
Already buoyant stocks to increase risk appetite. Global stocks started last week negatively as Chinese economic growth slowed for the third consecutive quarter in Q3. While major equity indices rebounded on Thursday following the ECB meeting, China’s central bank unexpectedly cut its lending rates to 4.35% last Friday. This is the 6th time China’s central bank has cut rates since November 2014 with investors split on whether this is a good or bad sign. MSCI China A Index closed last Friday trading day up 1.5% while the EuroStoxx 50 rallied 2.5% on Thursday as ECB president Draghi indicated that they will be ready to act if China slowdown becomes a threat to the ECB efforts in supporting the Eurozone recovery. Stocks in the US also performed strongly last week on overall better-than-expected Q3 earnings among the 172 companies (35%) that have reported earnings so far.
Currencies
The PBOC cut rates while ECB kept rates unchanged. The European Central Bank’s (ECB) appears ready to provide more stimulus, putting downward pressure on the Euro. We expect further weakness, particularly against the USD. Meanwhile, the PBOC cut its one-year lending rate by 25bps and the Reserve Requirement Ratio (RRR) by 50bps in response to falling domestic growth, dropping below the 7% target for 2015. The PBOC has however more room to support the Chinese economy and further declines in the CNY can’t be ruled out if it implements more aggressive monetary policy. While the PBOC cut its rate, a rate rise is still on the cards for the FED this year. Strong home sales and job data in the US lent support to the USD, up 2.1%, and this week’s FOMC meeting will be closely watched for clues as to the trigger for a rate hike.
For more information contact:
ETF Securities Research team
ETF Securities (UK) Limited
T +44 (0) 207 448 4336
E info@etfsecurities.com
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