Golden Dayz / Shutterstock.com Quick Read India’s economy is projected to grow between 6.6% and 7.4% in 2026. INDA returned 117% over 10 years compared to the S&P 500’s 241%. The ETF gained just 1.4% in the past year while U.S. markets rose 18%. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected. India's economy is projected to grow between 6.6% and 7.4% in 2026, outpacing most developed ...

Core Insights - Dlocal Ltd. is experiencing significant growth in the digital payment sector, particularly in emerging markets, driven by increased e-commerce activity and a growing number of online merchants [1] Group 1: Company Performance - Dlocal's revenue has shown a remarkable increase, with a reported growth rate of 50% year-over-year, reaching $100 million in the last quarter [1] - The company has expanded its operations into new markets, enhancing its service offerings and customer base [1] - Dlocal's transaction volume has surged, indicating a strong demand for its payment solutions, with a 70% increase in processed transactions [1] Group 2: Market Trends - The digital payment industry is projected to grow at a compound annual growth rate (CAGR) of 20% over the next five years, highlighting the potential for further expansion [1] - Emerging markets are becoming increasingly important for digital payment providers, with a notable shift in consumer behavior towards online shopping [1] - Regulatory changes in various regions are creating new opportunities for companies like Dlocal to capture market share [1]

Vietnam’s potential FTSE Russell upgrade to emerging-market has investment banks bulking up staff in anticipation of a flood of IPOs https://t.co/wNDnkzUjzf ...

Vietnam is weighing plans to allow regulated short selling as soon as next year, a step aimed at boosting trading volumes as the country prepares for an upgrade to emerging-market status https://t.co/3kVzoLTjkw ...

Market Status - The Warsaw Stock Exchange aims to transition from emerging-market to developed-market status within three to five years [1] Leadership Perspective - The Warsaw Stock Exchange's CEO, Tomasz Bardzilowski, announced the exchange's ambition for developed-market status [1]

Core Insights - Vietnam has been upgraded from frontier to emerging market status by FTSE, effective September 2026, following years of maturation in its market [1][2] Group 1: Impact of Vietnam's Upgrade - The upgrade will benefit existing Vietnam ETFs through price appreciation and potential net inflows [2] - Emerging market indexes and ETFs may include Vietnam, enhancing exposure to the country starting in 2026 [2] - Vietnam's economy may experience increased sentiment and exposure, particularly benefiting IPO activities in the equity market [2] Group 2: Understanding Frontier Markets - Frontier markets are classified by FTSE as less developed than emerging markets, with around 30 countries currently in this category [3] - These markets meet minimum investability and accessibility standards but lack the liquidity and pricing transparency of emerging markets [3] Group 3: ETF Landscape - U.S.-listed frontier ETFs have ceased to exist due to liquidity issues, with recent closures of Invesco's and BlackRock's frontier market ETFs [5] - Changes to FTSE indexes will allow Vietnam exposure in ETFs like the Vanguard FTSE Emerging Markets ETF (VWO) and Schwab Emerging Markets Equity ETF (SCHE) starting in September 2026 [6] Group 4: Performance of Vietnam ETFs - Following the upgrade announcement, Vietnam ETFs have seen price increases, with VNM up approximately 8% and VNAM up around 7% [8] - Year-to-date, Vietnam ETFs have risen about 70%, indicating strong market performance [9] Group 5: Investment Strategies - Investors may consider single-country ETFs like VNM and VNAM for targeted exposure to Vietnam, as allocations in broader emerging market ETFs are expected to be low [10] - The VanEck Vietnam ETF (VNM) has $609 million in assets, primarily focused on real estate and financials, while the Global X MSCI Vietnam ETF (VNAM) has around $25 million in assets with a similar sector focus [11]

India is the most-unloved emerging market, writes @andymukherjee70, and investors are bracing themselves for disappointing corporate earnings (via @opinion) https://t.co/EfYxS4haCb ...

Economic Growth - Vietnam's economy is experiencing strong growth despite tariffs [1] - Vietnam is emerging as a new star in the emerging market [1] Risk Assessment - The report questions whether anything can reverse Vietnam's economic success [1]

Mexico’s upcoming trade talks with the US and Canada could help the peso — a top emerging-market performer this year — reach lofty heights last seen in 2024, according to the currency’s top forecaster https://t.co/55XjXL0z1t ...

Market Upgrade - FTSE Russell plans to upgrade Vietnam to emerging market status next year [1] Significance - Upgrade matters for Vietnam [1]