Archive · 25 Jul 2026
India Fund Flows Stabilize Amid Global AI Trade Shifts
India-focused fund flows are showing early signs of stabilization.
After significant outflows since February, there are now modest net inflows.
India-focused ETFs saw inflows, while active long-only funds continued to see outflows.
Globally, technology funds are attracting strong inflows, but industrial funds have seen negative flows for the first time since May 2024.
Gold and silver funds also saw inflows, while consumption funds had consistent outflows.
Investors are selectively buying the dip in emerging markets, and US equity funds have seen modest outflows.
In Taiwan and South Korea, domestic investors are aggressively buying during the market correction.
India-focused ETFs saw inflows of $118 million, while active long-only funds had outflows of $101 million.
Global industrial funds recorded negative rolling four-week flows for the first time since May 2024.
Technology funds continue to attract strong inflows, reaffirming investor confidence in direct AI beneficiaries.
Gold and silver funds saw significant inflows, while consumption funds had consistent outflows.
Investors are selectively buying the dip in emerging markets, with GEM funds attracting $3.7 billion in two weeks.
- Who
- Investors and fund managers
- What
- Stabilization of India-focused fund flows amid global AI trade shifts
- When
- Since May 2024
- Where
- Global markets, with a focus on India
- Why
- Shifts in investor sentiment towards AI and other sectors
Optimistic View on India's Fund Flows
Cautious View on Global Market Trends
India's Fund Inflows
Optimistic View on India's Fund Flows
India-focused ETFs saw significant inflows of $118 million, indicating a positive trend in foreign investment.
Cautious View on Global Market Trends
Active long-only funds continued to witness outflows of $101 million, suggesting caution among some investors.
Global Industrial Funds
Optimistic View on India's Fund Flows
Technology funds continue to attract strong inflows, reaffirming investor confidence in direct AI beneficiaries.
Cautious View on Global Market Trends
Global industrial funds recorded negative rolling four-week flows for the first time since May 2024, indicating a shift in investor sentiment.
- Total Outflows Since February
- $8.6 billion
- Net Inflows
- $17 million
- India's Weekly Inflow
- $184 million
- GEM Funds Inflow
- $3.7 billion
- US Equity Funds Outflow
- $6 billion