India's investment scene is buzzing! With China's recovery in motion, Indian funds are attracting investment in commodities and gold. Expect interesting
movements in the coming months.
China's Economic Boost
The recovery in China has sparked a wave of investment in Emerging Market (EM) commodity funds. This has led to a surge in inflows, with a record $1.14 billion pouring into these funds. The current economic momentum in China is influencing investment decisions in India, leading to positive market sentiment.
Record EM Inflows
EM commodity funds saw their strongest inflow since 2020. This financial boost reflects increased confidence and optimism in the Indian market, showing a positive turn after a period of less activity. This shift could be a sign of upcoming opportunities.
Metals Market Revival
The last major surge in such funds coincided with a significant rally in Indian metals between July 2020 and March 2022. Since July 2025, Indian miners have once again begun to outperform, indicating a similar trend is developing in the market, creating renewed interest among investors.
