The Indian Equity Case - What's Going on in India?

India is one of the few countries that has performed throughout 2022, despite ongoing malice across equity and bunk markets in the West. India was on the receiving end of a lot of investment flows due to the Chinese permilogue down. Now that China is open again, we see a squeeze in the long positioning in Indian stocks. We've seen a further sell off this week alongside a couple of very interesting stories.