EM Weekly Fund Flows Monitor

Global equity funds saw US$3bn in weekly inflows, while hedge funds executed the largest monthly purchase of Asian equities in ten years. Emerging Markets ex-China reached record-high allocation levels despite continued retail selling in Taiwan.

Key Takeaways

• 1.Hedge funds saw the largest monthly buying flows into Asian equities in a decade during April, reversing 60% of March's record net selling.
• 2.Allocations to Emerging Markets ex-China have bounced from previous reversals to reach new all-time highs.
• 3.Foreign ownership in Indian equities has fallen below domestic institutional ownership for the first time in over 20 years.

Table of Contents

• Foreign (FII) flows / positioning
• HK/China Connect, Domestic retail flows
• Global Equity mutual fund flows
• Focus: Hedge Fund Positioning, India Flows
• Focus: Hedge Fund Positioning (April 2026)
• Focus: India Strategy: Outflows Fade, But Re-entry Waits
• GEM Flows Recap
• Regional Flows Recap
• Foreign Institutional Investors (FII) Flows
• Domestic Institutional Investors (DII) Flows
• Stock Connect: Southbound Flows
• Stock Connect: Northbound Flows
• Global, EM, Regional and Country Fund Flows
• Retail Investor Flows
• Regional Equity Risk Barometers (ERBs)
• Disclosure Appendix

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