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Alternative Market Briefing

Opalesque Roundup: Record USD 5.22tn industry capital, all-time low redemptions and the Gulf reshuffle
Monday, July 20, 2026

Hedge funds entered the second half of 2026 from a position of remarkable strength this week. Industry capital reached a record USD 5.22 trillion, redemption pressure fell to an all-time low, and June delivered the strongest monthly gains of the year. At the same time, the Gulf's transformation into a global hedge fund hub accelerated, regulators tightened the screws on activist investors, and managers began quietly trimming the crowded AI trades that powered much of this year's performance.

EXCLUSIVE The USD 30bn Exodus - why foreign investors flee India at exactly the wrong time Foreign investors pulled a record USD 30 billion from Indian equities in the first half of 2026 - just as corporate earnings bottomed and began beating expectations. Duro Capital's Nishchay Goel argues the sellers are a year behind the fundamentals, exiting precisely when the earnings cycle is turning and reform momentum is building.

EXCLUSIVE ......................

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