Global Funds Flee Indian Stocks at Record Pace on Growth Fears

Global funds are dumping Indian equities at a record pace as the US-Iran war triggers an energy shock that threatens the growth outlook for India. The selloff combines geopolitical risk, higher oil-price pressure, and worsening foreign fund flows, creating a broad risk-off signal for emerging markets. Market impact is high because the shock could reverberate through equities, currencies, and inflation expectations.

Analysis

Global funds are dumping Indian equities at a record pace as the US-Iran war triggers an energy shock that threatens the growth outlook for India. The selloff combines geopolitical risk, higher oil-price pressure, and worsening foreign fund flows, creating a broad risk-off signal for emerging markets. Market impact is high because the shock could reverberate through equities, currencies, and inflation expectations.