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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 Kumar Sinha believes value is emerging, with domestic themes and earnings growth offering long-term potential despite near-term challenges.

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thehindubusinessline.com1 mesi fa

India's AI capex trade fuels rally in data centre and industrial stocks

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India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar Sinha

Confronto fonti

India's AI capex trade fuels rally in data centre and industrial stocks

Timeline cronologica

Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowess

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