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Sun ยท 20 Sep 2026

Iran War Pushes India Mutual Fund Equity Flows to Annual Low

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Iran War Pushes India Mutual Fund Equity Flows to Annual Low

๐Ÿ“‰ INDIA โ€” Indian retail investors are fleeing equities and gold simultaneously. ๐Ÿ“Œ LOOK CLOSER: India's MF equity flows at annual lows signals war risk is repricing emerging market allocations beyond oil importers. Gold ETF outflows โ€” typically a safe-haven โ€” suggest forced liquidation, not rotation. With India paying above-market for Gulf crude and the rupee under pressure, retail investors are raising cash. Watch FII positioning next.

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