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All relevant investment and macro perspectives written by our CIO team, macroeconomic research desk, and domain experts.

INVESTMENT INSIGHTS7 AUGUST 2026

When the Oil Fear Leaves the Building: The Case for India in 2026

With US$28.7bn in outflows sitting on the table and foreign ownership at a 14-year low, the Russia-Ukraine precedent of 2022–23 offers a precise template for what a reversal in India could look like.

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