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AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan Garner
Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and extraordinary earnings growth. While India's long-term growth remains strong with healthy earnings, the current global focus is on AI-driven capital expenditure, impacting investment flows.
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economictimes.indiatimes.com
'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarm
India is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. Investors should focus on companies with…
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Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowess
South Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India faces headwinds from a weakening rupee…
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AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?
India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge is driving significant gains in…
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AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan Garner
Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and extraordinary earnings growth. While…
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India in right place at right time on AI but failing to make the right noises, says Citi's Vis Raghavan
India must highlight its AI power to attract global investment, says Citi's Vis Raghavan. Skilled talent, competitive costs, and infrastructure development are India's big…
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cnbc.com
Inside India newsletter: Why Taiwan and South Korea's stock markets have surged past India within a week
The Indian equity market is losing favour with global investors, as its domestic consumption story weakens and the country lags in AI.
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m.economictimes.com
Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's next
India's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan and South Korea. Despite this, genuine…
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thehindubusinessline.com
India's AI capex trade fuels rally in data centre and industrial stocks
India's AI-linked industrial firms are benefiting from booming data centre investments, driving sharp gains in stocks such as Sterlite, HFCL and MTAR.
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India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar Sinha
India is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector has corrected, market veteran Punita…
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AI fever spreads, but are markets masking economic cracks? - The Economic Times
Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. Companies like Google are expanding AI…