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India's resilient growth outlook and easing conflict fears are lifting sentiment, while a nuclear energy push strengthens the case for India ETFs.

VanEck's Ed Lopez used the Exchange 2026 conference in Las Vegas to highlight how AI infrastructure is reshaping investment opportunities across metals, energy, and emerging markets. Key Takeaways: VanEck's REMX was named Thematic ETF of the Year for AI infrastructure and defense exposure.