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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
Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global Research
BofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI capex, though Indian equities may lag…
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'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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thehindubusinessline.com
India slips to seventh in global market cap rankings as South Korea pulls ahead
Driven by AI chipmakers, South Korean stocks have rallied this year lifting the combined value of companies listed on its exchanges to $5.01 trillion, surpassing the $4.85…
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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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South Korea rides AI wave, also overtakes India on m-cap chart
South Korea has surpassed India to become the world's sixth-largest equity market. This shift is attributed to strong performance from South Korean semiconductor companies. These…
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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…