Iran War Pushes India Mutual Fund Equity Flows to Annual Low
๐ INDIA โ Indian retail investors are fleeing equities and gold simultaneously. ๐ 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.