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A global bond rout and China’s real estate crisis are catalyzing a systemic risk-off rotation in Indian markets, forcing capital from high-beta midcaps into defensive…
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May 22
·
24 min read
Yield Spikes & China Stress: The Great Indian Pivot to Defensives
A global bond rout and China’s real estate crisis are catalyzing a systemic risk-off rotation in Indian markets, forcing capital from high-beta…
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