# How India ETFs Are Surging as China Trade Diversion Accelerates

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-india-etfs-are-surging-as-china-trade-diversion-accelerates
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-india-etfs-are-surging-as-china-trade-diversion-accelerates.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-06-14T17:49:24+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0052.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0052.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-india-etfs-are-surging-as-china-trade-diversion-accelerates
Duration seconds: 522

## Resource

Episode 52 of Trade and Tariffs with Fexingo. Lucas and Luna examine why India-focused ETFs like INDA and EWY have surged in June 2026, even as the strong dollar pressures emerging markets. They trace the flow: Western companies diversifying supply chains away from China, India's manufacturing PMI hitting a 16-year high, and how tariff uncertainty is accelerating the 'China-plus-one' strategy. The hosts also discuss why South Korean ETFs (EWY) are up over 6% in five days despite prior weakness, and whether the India rally has legs. Specific numbers: INDA up 2.4% in 5 days, EWY up 6.4%, and the trade-weighted dollar at 120.1. No fluff—just the trade flows reshaping global manufacturing. #India #ETFs #INDA #EWY #TradeDiversification #ChinaPlusOne #SupplyChain #StrongDollar #Manufacturing #EmergingMarkets #FexingoBusiness #BusinessPodcast #Economics #Trade #GlobalTrade #Tariffs #June2026 #MarketSurging Keep every episode free: buymeacoffee.com/fexingo

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