| 27.09.2026 The Big Picture: Understanding the India opportunity set: built, not borrowed - and barely owned |
| Matthias Knab, Opalesque for New Managers: Over 2025 and 2026, foreign investors pulled more than $40 billion out of Indian equities, and India trailed the broader emerging markets by one of the widest margins in its recorded history. Over the same period the economy kept growing above 7%, investment climbed to a record share of GDP, and Indian households put more money into stocks than foreign |
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