Iran War Pushes India Mutual Fund Equity Flows to Annual Low
📉 INDIA — Indian retail investors are fleeing equities and gold simultaneously. 📌 LOOK CLOSER: India's MF equity flows at annual lows signals war risk is repricing emerging market allocations beyond oil importers. Gold ETF outflows — typically a safe-haven — 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.
