While ETF investors may have temporarily dipped out of large cap US stocks, small caps in particular are still in the black as investors feel they will benefit from the domestic agenda.
-
ETF investors should look to developed or emerging small caps excluding the US as domestic smaller companies are not benefitting from foreign growth and dollar weakness like their larger counterparts.
Inflows into India-focused equity ETFs have turned positive over the last week in anticipation of further cuts to interest rates and an uptick in economic growth.