Disclaimer: This is not financial or investment advice.

How to diversify your investments with emerging markets like India!

Growing economy – the Indian GDP expanded by 7.8% from the previous year in the three months to June of 2025, accelerating from the 7.4% in the previous period to mark the sharpest growth rate in five quarters.

Growing middle class – the middle class is the fastest-growing major segment of the Indian population in both percentage and absolute terms, rising at 6.3 percent per year and 338 million between 1995 and 2021. It now represents 31 percent of the population and is expected to be 38 percent by 2031 and 60 percent in 2047. Private consumption, which already contributes 60% of GDP, is projected to make India the third-largest consumer market by 2026. Private consumption has already doubled from US $1 trillion in 2013 to US $2.1 trillion in 2024, faster than China, the US, and Germany.

Strong performing stock market – Rs. 10,000 in year 2000 would have grown to Rs 332,500 in BSE Sensex index. Indian markets continue to outperform the major emerging markets.

How to get a pie of India growth – the INDA ETF provides investors with broad exposure to Indian equities, tracking the performance of the MSCI India Index. Issued by BlackRock, this ETF includes large- and mid-cap Indian companies across sectors, making it a popular choice for those looking to tap into India’s growth potential in areas like financials, information technology, and consumer goods.  INDA’s holdings are diverse, with leading companies such as Reliance Industries and Infosys. This ETF can be attractive to investors seeking to diversify internationally, especially given India’s projected economic growth and favorable demographic trends. However, investing in INDA also carries risks related to emerging markets, including currency fluctuations, regulatory changes, and economic volatility. 

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Is the turnaround on homebuilders for real? $LEN $PHM $DHI $TOL $HD $LOW all showed good relative strength in the last few days. Also, on Friday Buffett’s Berkshire disclosed it had bought shares of D.R. Horton and Lennar in Q2. Are the selloff among those stocks had gone too far? The home building industry has been hurt by rising mortgage rates, and an uncertain economic outlook as unemployment is edging higher.

I think the strength in home building stocks will continue specially if the Federal Reserve lowers interest rates next month. Another catalyst is that President Trump is floating the idea of removing capital-gains taxes on home sales which will hugely be a plus to spur the housing market.

Take a look at the weekly chart of Lennar. Do you see a turn around?