EPI WisdomTree India Earnings Fund ETF Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
06:35
Jul 13
Jul 13
Bloomberg Markets
LONG Indian banks, pharma, capital goods
Indian financials and pharma are structurally strong. Banks benefit from higher-for-longer rates and RBI moves, while pharma performs well in the current currency environment. Capital goods also have strong order books. Money is rotating out of IT into these sectors.
EPI
WisdomTree India Earnings Fund ETF
Long
1ST
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06:38
Jul 01
Jul 01
Bloomberg Markets
India attractive on valuations and oil drop
India is starting to look interesting from a valuations perspective after selling off and lagging; with oil prices declining, India's relative health as an importer improves, offering diversification and a buffer amid tech volatility.
EPI
WisdomTree India Earnings Fund ETF
Long
1ST
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08:06
Mar 12
Mar 12
Bloomberg Markets
India has not only a high sensitivity relative to GDP versus other Asian countries... it has low inventories not only with gas but also oil, propane, and fertilizer. Those are around 30 days. India imports the vast majority of its energy. A sustained oil price above $100 per barrel will widen the country's current account deficit, weaken the Rupee, and force the central bank to maintain or tighten rates. This chokes off the cyclical economic recovery and compresses corporate earnings growth across the broader Indian equity market. AVOID because the macroeconomic backdrop for India deteriorates rapidly in a sustained global energy shock. If oil prices quickly retrace to the $70 level, India's cyclical growth story and strong domestic retail flows could drive a rapid equity market rebound.
EPI
WisdomTree India Earnings Fund ETF
Avoid
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About EPI Investor Commentary
Across the available history and selected sources, Buzzberg tracks EPI (WisdomTree India Earnings Fund ETF) across 5 sources: 8 bullish vs 1 bearish calls from 14 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 14 total trade ideas tracked. Latest voices: Sonam Srivastava, Christina Woon, Jonathan Garner.