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$320 billion danger: Jefferies warns 70 large EM funds are underweight India

Despite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging market investors. Its analysis of 70 EM funds managing $320 billion showed 61% remain underweight India. Concerns over rich valuations versus growth and uncertainty around the AI/DRAM cycle may delay foreign inflows, though interest is shifting to hard-asset themes.

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economictimes.indiatimes.com3 g fa

FPI exodus continues, Rs 62,800 cr pulled out from equities in first fortnight of June

Foreign investors dumped Rs 62,853 crore from Indian equities in June; 2026 outflows hit Rs 2.87 lakh crore, double 2025's full-year total. The exodus exposes India's dependency on foreign capital for its USD 60B BoP deficit, signaling macro-risk in emerging markets.

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thehindu.com3 g fa

FPI exodus continues, ₹62,800 crore pulled out from equities in first fortnight of June

FPIs withdraw ₹62,853 crore in June; 2026 outflows hit ₹2.87 lakh crore—double 2025—on geopolitical and rupee risks. For tech: Indian equity valuations compress, debt flows outpace equity, raising cost of capital for startups and M&A—headwind for India's tech growth.

Timeline cronologica

domenica 14 giugno 2026·economictimes.indiatimes.com
FPI exodus continues, Rs 62,800 cr pulled out from equities in first fortnight of June
Foreign investors continue to sell Indian shares. They have withdrawn over Rs 62,853 crore in early June. This follows significant outflows in previous months. Geopolitical…
domenica 14 giugno 2026·thehindubusinessline.com
FPI exodus continues, ₹62,800 cr pulled out from equities in first fortnight of June

FPI exodus continues, Rs 62,800 cr pulled out from equities in first fortnight of June

FPI exodus continues, ₹62,800 crore pulled out from equities in first fortnight of June

Timeline cronologica

FPI exodus continues, Rs 62,800 cr pulled out from equities in first fortnight of June

FPI exodus continues, ₹62,800 cr pulled out from equities in first fortnight of June

FPI exodus continues, ₹62,800 cr pulled out from equities in first fortnight of June

FPI exodus continues, ₹62,800 crore pulled out from equities in first fortnight of June

Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winners

$320 billion danger: Jefferies warns 70 large EM funds are underweight India