US–Iran Ceasefire Ignites EM ETF Rally With A Twist: Brazil In, India Out

Benzinga_recent_news04-14

A tentative U.S/–Iran ceasefire has reignited risk appetite across emerging markets, driving more than $1.1 billion into U.S.-listed EM ETFs and snapping a four-week streak of heavy outflows, reported...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2627461810?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/04/13/Emerging-market-stocks.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2026-04-14 06:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2627461810","market":"sh","top_or_hot":-1,"title":"US–Iran Ceasefire Ignites EM ETF Rally With A Twist: Brazil In, India Out","media":"Benzinga_recent_news","content":"<div>\n<p>A tentative U.S/–Iran ceasefire has reignited risk appetite across emerging markets, driving more than $1.1 billion into U.S.-listed EM ETFs and snapping a four-week streak of heavy outflows, reported...</p>\n\n<a href=\"https://www.benzinga.com/etfs/specialty-etfs/26/04/51794199/us-iran-ceasefire-ignites-em-etf-rally-with-a-twist-brazil-in-india-out\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US–Iran Ceasefire Ignites EM ETF Rally With A Twist: Brazil In, India Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS–Iran Ceasefire Ignites EM ETF Rally With A Twist: Brazil In, India Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-14 06:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/etfs/specialty-etfs/26/04/51794199/us-iran-ceasefire-ignites-em-etf-rally-with-a-twist-brazil-in-india-out><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A tentative U.S/–Iran ceasefire has reignited risk appetite across emerging markets, driving more than $1.1 billion into U.S.-listed EM ETFs and snapping a four-week streak of heavy outflows, reported...</p>\n\n<a href=\"https://www.benzinga.com/etfs/specialty-etfs/26/04/51794199/us-iran-ceasefire-ignites-em-etf-rally-with-a-twist-brazil-in-india-out\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://www.benzinga.com/etfs/specialty-etfs/26/04/51794199/us-iran-ceasefire-ignites-em-etf-rally-with-a-twist-brazil-in-india-out","article_id":"2627461810","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/04/13/Emerging-market-stocks.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/etfs/specialty-etfs/26/04/51794199/us-iran-ceasefire-ignites-em-etf-rally-with-a-twist-brazil-in-india-out","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2627461810","pubTimestamp":1776118320,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"US–Iran ceasefire sparks a sharp rotation in emerging-market ETFs, with Brazil attracting strong inflows while India sees over $500mn in outflows.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","FDN":"First Trust Dow Jones Internet I","EM":"怪兽充电"},"translate_title":"美伊停火引发新兴市场ETF反弹：巴西上涨，印度下跌","themeId":"94ffad4cd03f60dbd97c4b3c111c9d54","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FDN":1.5,"EM":0.6},"content_text":"A tentative U.S/–Iran ceasefire has reignited risk appetite across emerging markets, driving more than $1.1 billion into U.S.-listed EM ETFs and snapping a four-week streak of heavy outflows, reported Bloomberg. \nThe rebound pushed the MSCI Emerging Markets Index up 7.4% for the week, its strongest gain since 2020. But beneath the surface, the flows tell a more nuanced story: investors are not buying EM broadly, they are rotating decisively toward commodity-linked regions and away from parts of Asia.\nLatin America has emerged as the clear winner in this reshuffle, attracting the bulk of inflows as investors seek insulation from geopolitical tensions and exposure to elevated oil prices. Meanwhile, India, one of the strongest-performing EM markets this year, has seen a sharp reversal in flows, suggesting profit-taking and a shift in positioning.\n        • iShares Latin America 40 ETF stock is trading in a tight range. Where are ILF shares going?\nLatin America pulled in roughly $866 million of total EM ETF inflows, with Brazil dominating allocations. Oil-rich economies are benefiting from higher crude prices and relative geopolitical distance from the Middle East conflict, making them attractive in a volatile macro environment.\nBrazil, in particular, is being viewed as a \"double beneficiary\", gaining from both its commodity-heavy index and expectations of easing monetary policy. The country has already attracted significant foreign inflows this year, with equities rallying to record highs in local currency terms.\nIn contrast, India recorded the largest outflows among emerging markets, with more than $500 million exiting ETFs in a single week. The move likely reflects a combination of valuation concerns and tactical reallocation rather than a fundamental shift in the country's long-term growth story.\nThe divergence underscores a broader trend: investors are tilting toward markets that benefit directly from global macro dislocations — such as oil and rates — rather than domestically driven growth narratives.\nWhile flows have turned positive, the outlook remains fragile. Any breakdown in ceasefire talks or a sustained rise in oil prices could stoke inflation and force the Federal Reserve to keep rates higher for longer. A stronger dollar in that scenario would pose a significant headwind for emerging markets.\nFor now, ETF flows suggest a clear takeaway: investors are re-entering EM, but with a sharp preference for oil-linked, geopolitically insulated markets over traditional growth leaders.\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2627461810","isCrawlerRequest":true}