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Global money hunts India banks as US credit wobbles
Foreign cash is piling into Indian banks while US credit jitters spook investors elsewhere. Over the weekend, Emirates NBD lined up $3B for RBL Bank. Earlier, Abu Dhabi’s IHC agreed to buy into Sammaan Capital (~$1B), and SMFG moved on Yes Bank with $1.6B for 20%. 
Investors pour record cash into ‘ex‑US’ equity funds
Global investors are nudging portfolios away from the U.S. even as Wall Street prints fresh highs. Fund‑flow data tracked by EPFR and analyzed by Société Générale show a record month for global equity funds that exclude U.S. stocks. The move looks less like an exodus and more like diversification after a long stretch of U.S. outperformance. 
