Sell India, buy China, Korea! Dalal Street now largest underweight for EM investors



FIIs pulled out Rs 1.2 lakh crore in 2025, making India the largest underweight market among EM investors.
Nomura data shows 71% of EM funds underweight India, while allocations to China and Korea rose.
BofA says tariffs, weak earnings, and global shifts keep India at the bottom of EM preferences.
Sensex and Nifty gained less than 2% in a year; FIIs sold Rs 21,000 crore in August after heavy July outflows.

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