Global investors have withdrawn $8.5 billion from India-focused funds in 2026, redirecting capital toward AI-driven markets like South Korea, Taiwan, and the U.S.
$8.5B withdrawn from India-focused funds in 2026, redirected to US tech ($19.2B sector inflows) and AI-hub markets (South Korea, Taiwan). Reallocation targets direct AI supply-chain leaders; CTO teams should recalibrate emerging market exposure toward chipmaker concentration.
The trend is driven by a shift in capital
Jun 20, 2026
11:04 am
What's the storyGlobal investors have pulled out nearly $8.5 billion from India-focused funds in 2026, a report by Elara Securities has revealed.
The trend is driven by a shift in capital toward artificial intelligence (AI)-related investments in markets like South Korea, Taiwan, and the US.
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