Geopolitics Alpha

India and Russia Are Rewriting Their Defense Partnership

Published . Updated .

India and Russia Are Rewriting Their Defense Partnership Geopolitical Monitor

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

  • CF CF Industries

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
WEAT———————
MOS———————
CF———————

India and Russia Are Rewriting Their Defense Partnership Geopolitical Monitor

Source: Geopolitical Monitor

Wisdomtree India Earnings Fund Etf (EPI) since “India and Russia Are Rewriting Their Defense Partnership,” compared with the market

Since the first closing price after “India and Russia Are Rewriting Their Defense Partnership,” Wisdomtree India Earnings Fund Etf (EPI) is -2.09%. The S&P 500 fund (SPY) is -0.88% over the same days, a -1.20% difference versus the market.

EPI
SPY

Who is named in “India and Russia Are Rewriting Their Defense Partnership”

Companies carried with this story

  • EPI Wisdomtree India Earnings Fund Etf

    Wisdomtree India Earnings Fund Etf (EPI) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “India and Russia Are Rewriting Their Defense Partnership.” Reason on file: GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: india. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ITA IShares U.S. Aerospace & Defense ETF

    In “India and Russia Are Rewriting Their Defense Partnership,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • IFN Aberdeen India Fund

    Aberdeen India Fund (IFN) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “India and Russia Are Rewriting Their Defense Partnership.” Reason on file: GA selected IFN as a RELATED security because its canonical security name directly matches this event's themes: india. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • INDZ VanEck India Select ETF

    In “India and Russia Are Rewriting Their Defense Partnership,” VanEck India Select ETF (INDZ) is linked, with no stored direction, medium confidence. Reason on file: GA selected INDZ as a RELATED security because its canonical security name directly matches this event's themes: india. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PPA Invesco Aerospace & Defense Etf

    Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “India and Russia Are Rewriting Their Defense Partnership.” Reason on file: GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TAJX Corgi Etf Tr I India 2X Daily

    For “India and Russia Are Rewriting Their Defense Partnership,” Corgi Etf Tr I India 2X Daily (TAJX) is linked, with no stored direction, medium confidence. Reason on file: GA selected TAJX as a RELATED security because its canonical security name directly matches this event's themes: india. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “India and Russia Are Rewriting Their Defense Partnership” reaches Wisdomtree India Earnings Fund Etf (EPI)

The 21 Sep 2026 story “India and Russia Are Rewriting Their Defense Partnership” names Wisdomtree India Earnings Fund Etf (EPI) because of this story.

Wisdomtree India Earnings Fund Etf (EPI) is on the page because GA selected EPI as a RELATED security because its canonical security name directly matches this event's themes: india. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

IShares U.S. Aerospace & Defense ETF (ITA) is here too. Its reason reads: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Wisdomtree India Earnings Fund Etf (EPI)

EPI traded between 39.37 and 42.06 across 20 sessions. The latest close on file is 41.09. IFN traded between 10.14 and 11.05 across 20 sessions. The latest close on file is 10.54. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60.

What the saved facts support for Wisdomtree India Earnings Fund Etf (EPI)

46 out of 100

“India and Russia Are Rewriting Their Defense Partnership” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.