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Summary

As of April 2026, India equity ETFs have seen extreme outflows exceeding $1.7 billion in 30 days - nearly five standard deviations above normal - historically signaling a contrarian entry point, with investors potentially positioning through the WisdomTree India Earnings Fund.

While macro headwinds like a stronger dollar and valuation concerns have driven the recent selloff, India’s structural growth story remains intact with projected 6.4% GDP growth, reinforcing the case for long-term allocations to profitable companies via EPI.

Historical data shows that during similarly extreme redemption periods, EPI delivered 25%–28% average one-year returns and 15%–17% annualized over three years, suggesting today’s negative sentiment may present a compelling tactical and strategic buying opportunity.

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By Christopher Gannatti, CFA & Jonathan Flynn

“Be fearful when others are greedy, and greedy when others are fearful.” — Warren…