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Market Impact: 0.15

Global Funds Sour on India Stocks as Some Cut Allocation to Zero

Source: Bloomberg

Emerging MarketsInvestor Sentiment & PositioningMarket Technicals & Flows

Reed Capital Partners, a multifamily office, eliminated its entire Indian equity portfolio while reducing overall equity exposure about a month ago. The move signals cautious positioning toward Indian equities, though the article provides no portfolio size or broader market-flow data.

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