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Why Investors Are Turning to India—and How Halo’s “India” Vue Makes It Easy
By Halo Technologies Research Team
With global markets rattled by tariff wars and slowing growth across traditional economies, investors are increasingly looking toward India—and for good reason. As the fastest-growing G20 economy, India presents a compelling case for growth-oriented portfolios, and Halo Technologies has responded with a dedicated “India” Vue that gives Australian investors seamless access to this vibrant market.
India’s growth story is underpinned by powerful macro tailwinds. Its massive and youthful population, expanding middle class, and rapid urbanisation are fuelling domestic consumption and industrial development. Even amid global trade disruption, India’s economy stands out for its resilience—thanks largely to its reduced dependence on exports and strong internal demand. Goods and services exports make up only about 20% of GDP, compared to 65% in Thailand and 87% in Vietnam, offering a natural buffer against tariff shocks.
The diversity of investment opportunities is another key strength. India’s economic engine spans multiple sectors—from tech and telecommunications to renewable energy, agriculture, healthcare, and infrastructure. As global investors pivot from growth-at-any-price to quality and diversification, India’s sectoral breadth makes it a standout.
Halo’s “India” Vue taps directly into this opportunity through a carefully curated selection of 10 USD-denominated ADRs and GDRs, listed on the NYSE and LSE respectively. These companies represent leaders in sectors that are benefitting from India’s demographic trends and government policy tailwinds. From IT giants like Infosys and TCS to consumer-driven firms, the portfolio is geographically and sectorally diversified, offering robust access while avoiding single-country ETF pitfalls.
Unlike China, which has borne the brunt of U.S. tariffs (with rates exceeding 100%), India’s more moderate exposure (27% average tariff) and diplomatic stance have helped it weather recent market volatility. Indian indices such as the Sensex and Nifty have remained relatively stable—down just 4% compared to double-digit drops in Hong Kong—supported by strong corporate earnings and domestic capital inflows.
The Reserve Bank of India’s proactive monetary policy, including a recent rate cut to 6%, coupled with falling oil prices and controlled inflation (3.61% as of February 2025), further bolsters the outlook. Meanwhile, ongoing trade discussions with the U.S., EU, and others may open new opportunities for bilateral expansion.
In short: India is not just a growth market—it’s a resilient one. And with Halo’s “India” Vue, investors have a smart, diversified way to gain direct exposure to that growth.
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