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$320 billion danger: Why 70 EM funds still remain underweight on India

Foreign investors may not return to India anytime soon. Jefferies’ analysis of 70 emerging market funds managing $320 billion shows India remains a consensus underweight despite record FII selling. What’s keeping global money away, and which sectors could benefit next? Watch.

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economictimes.indiatimes.comStai leggendo1 mese fa

$320 billion danger: Why 70 EM funds still remain underweight on India

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Global investors pull out $8.5B from India-focused funds

$8.5B withdrawn from India-focused funds in 2026, redirected to US tech ($19.2B sector inflows) and AI-hub markets (South Korea, Taiwan).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.

Timeline cronologica

venerdì 19 giugno 2026·economictimes.indiatimes.com
$320 billion danger: Why 70 EM funds still remain underweight on India
Foreign investors may not return to India anytime soon. Jefferies’ analysis of 70 emerging market funds managing $320 billion shows India remains a consensus underweight despite…
sabato 20 giugno 2026·newsbytesapp.com
Global investors pull out $8.5B from India-focused funds
Global investors have withdrawn $8.5 billion from India-focused funds in 2026, redirecting capital toward AI-driven markets like South Korea, Taiwan, and the U.S.