Stocks / ETF
INDAETF
iShares MSCI India ETF
$48.011d +1.2%5d -0.2%settled close · 2026-09-17
β 0.7352w $47–51Shares 157.6MCboe BZX since 2012
The tape, with the calls on it
Who said what, and what INDA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about INDA
35 long1 neutral2 shortlatest 2026-05-19
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-05-19 | Alastair Pinder | Bearish | CNBC Fast Money Final Trade | India faces a double headwind: the commodity-driven inflation shock squeezes its import-heavy economy, while… |
| 2026-02-16 | Lyn AldenIndependent macro strategist | Bullish | Bankless | India underperformed most emerging markets in 2025 and is now priced at relatively better valuations than… |
| 2026-01-17 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Bloomberg Television | Indian software firms already producing chip software and consumer-electronics assemblers moving upstream… |
| 2025-12-23 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | India is the most important emerging market due to its 1.4 billion population, demographic youth, ongoing… |
| 2025-12-10 | Lyn AldenIndependent macro strategist | Bullish | interview | India's market lagged in 2025, compressing valuations on an economy with favorable demographics and strong… |
| 2025-12-08 | Ed YardeniPresident, Yardeni Research | Bullish | Bloomberg Television | India has been a significant underperformer in 2025 and Yardeni expects mean-reversion to a better year in… |
| 2025-11-07 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Bloomberg Television | Indian software exporters have a proven global track record and the country must now leverage that base to… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | India's demographic dividend — hundreds of millions of workers entering the labor force — requires economic… |
| 2025-08-04 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | India's highly trade-restrictive, self-sufficient domestic market insulates consumer companies from US… |
| 2025-06-26 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | India is already dominant in software exports and the next leg of growth will be in computer hardware and… |
Show all 38 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-06-11 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Bloomberg Podcasts | India today mirrors China 35 years ago — large young labor force, improving institutions, manufacturing… |
| 2025-05-19 | Jim RogersChairman, Rogers Holdings | Bullish | Wealthion | For the first time in Rogers' career, Delhi's leadership genuinely understands that prosperity and wealth… |
| 2025-05-12 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Titan created branded jewelry in a previously trust-deficient Indian market, leveraging the Tata Group's… |
| 2025-04-30 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | TorontoWealthGroup | India will absorb manufacturing shifts away from China due to its 1.2B labor pool and is on track to reach a… |
| 2025-04-11 | Ian BremmerPresident & Founder, Eurasia Group | Bullish | Prof G Pod (Galloway) | India faces minimal tariff drag (~20bp GDP hit max) on a high-growth base and is a net beneficiary of… |
| 2025-04-10 | Julien GarranPartner, The MacroStrategy Partnership | Bullish | Wealthion | India sits in the $10–15k per-capita income sweet spot where a burgeoning middle class drives… |
| 2024-12-17 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Future Proof | India has the best demographics in the world, the highest manufacturing and services PMI of any country for… |
| 2024-10-18 | Michael NicoletosFounder & CEO, DeFi Advisors | Bullish | Wealthion | Structural multi-year growth story with strong long-term economic prospects justifies holding even through… |
| 2024-10-10 | Jason | Bullish | All-In Podcast | India is at a China-2005 inflection point poised for multi-decade economic expansion with clearer regulatory… |
| 2024-09-14 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | India's high GDP growth rate, young and increasingly affluent population, and strong domestic investor base… |
| 2024-08-29 | Angus ShillingtonPortfolio Manager, Emerging Markets, VanEck | Bullish | Forward Guidance | India is undergoing Reagan-era structural reforms plus rapid digitization that is supercharging tax revenues… |
| 2024-08-10 | Marko PapicGeopolitical macro strategist | Bullish | The Market Huddle | In a multi-polar world where the US and China lack sufficient power to force countries to choose sides, EMs… |
| 2024-06-10 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Smart Up | A coming wave of large IPOs from Indian power and transportation companies will expand India's weight in… |
| 2024-05-23 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | India is structurally where China was 35 years ago — massive labor force growth, mandatory reform cycle, and… |
| 2024-05-15 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | Indian companies that adopt new technologies to improve profitability will continue to compound regardless of… |
| 2024-04-30 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | India houses some of the most profitable companies in emerging markets and represents a primary geographic… |
| 2024-04-09 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | India's favorable demographics, manufacturing capacity absorption from a slowing China, and Modi's continued… |
| 2024-04-09 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | Continued Modi government infrastructure spending combined with underdeveloped rail capacity creates a… |
| 2023-10-19 | Ray DalioFounder, Bridgewater Associates | Bullish | interview | Companies exiting China due to economic-war risk are redirecting capital and operations to India, driving… |
| 2023-10-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | India represents a multi-decade secular growth story independent of the US debt/rate cycle that Gundlach has… |
| 2023-09-27 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | CNBC-TV18 | India is the primary destination for EM capital rotation as investors flee China and Russia, and structural… |
| 2023-09-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | India benefits from China being in the penalty box as a manufacturing/investment alternative, plus a large… |
| 2023-08-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Meb Faber | India has strong secular tailwinds including a growing population, demographic dividend, and is benefiting as… |
| 2023-07-18 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Greenwich Economic Forum | India's young median population (age 26 vs China's 36), accelerating digitization infrastructure, and… |
| 2023-05-23 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Titan's jewelry/fashion retail business is still embryonic in its growth trajectory and continues to fire on… |
| 2023-03-14 | Marko PapicGeopolitical macro strategist | Neutral | The Montgomery Summit | India's growth is pure beta rather than alpha because it lacks manufacturing industrialization and is not… |
| 2023-03-01 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | India is one of the world's fastest-growing economies, benefits from cheap Russian oil imports, and is… |
| 2022-06-23 | Marko PapicGeopolitical macro strategist | Short | The Montgomery Summit | Indian public markets are the most expensive in EM, outperformance has been sentiment/rotation-driven rather… |
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where INDA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-09-01 | ||||||
| 2026-08-18 | ||||||
| 2026-08-17 | ||||||
| 2026-08-13 | ||||||
| 2026-08-05 | ||||||
| 2026-07-17 | ||||||
| 2026-06-24 | ||||||
| 2026-06-15 | ||||||
| 2026-06-12 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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