Muddy Waters Rethinks India Fund Plan as AI Reshapes Labor Markets After 18 Months of Research
Updated
Updated · Bloomberg · May 28
Muddy Waters Rethinks India Fund Plan as AI Reshapes Labor Markets After 18 Months of Research
1 articles · Updated · Bloomberg · May 28
Muddy Waters Capital has paused and is reworking its planned India long-short fund, with founder Carson Block saying the firm is "going back to the lab" on the strategy.
AI's effect on labor markets is driving the rethink, prompting the short seller to reassess how it would approach Indian investments.
Block said Muddy Waters has spent the past 18 months researching India but now wants to step back and reorient the fund design.
He still described India's long-term outlook as positive, suggesting the shift reflects strategy recalibration rather than a bearish call on the country.
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