Muted AI exposure and war spell trouble for Indian equities

Foreign investment in Indian equities hit its lowest level in nearly te n years Bloomberg

The US-Iran conflict has rattled global investor sentiment, but India is absorbing the shock more acutely than most.

The resulting risk-off sentiment has accelerated foreign outflows that were already underway: by late 2025

The second headwind is structural and longer-term, but investors are pricing it in now.

Despite the foreign exodus, there’s still been activity. record USD 22 bn

Who's picking up India's slack? has been climbing toward

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