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India likely past peak outflows, AI gap its advantage, Lighthouse Canton says - The Economic Times

Domestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked the heavyweight IT index 27% and the ‌crude price spike ⁠after the ⁠Iran war worsened the macroeconomic outlook.

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economictimes.indiatimes.com

timesofindia.indiatimes.com

thehindubusinessline.com

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AI · summaries

thehindubusinessline.com1 mese fa

India likely past peak outflows, AI gap its advantage, Lighthouse Canton says

India's foreign outflows may have peaked, with AI absence potentially benefiting its market amid geopolitical and oil price concerns.

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economictimes.indiatimes.com1 mese fa

Another AI aftershock sends Indian IT stocks for a tumble

Anthropic's Claude Fable 5 sent Indian IT stocks tumbling for 7 sessions as investors fear AI erodes legacy application maintenance service demand. Service firms must pivot to AI integration consulting or lose clients to in-house automation.

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Timeline cronologica

mercoledì 10 giugno 2026·economictimes.indiatimes.com
Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?
Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, some analysts believe the sector is…
mercoledì 10 giugno 2026·timesofindia.indiatimes.com
Markets dumped India for AI stars. BlackRock says that’s a mistake
India's equity market has been "over-punished" for lacking a direct artificial intelligence (AI) play and for its exposure to rising oil prices, according to BlackRock, which said…

India likely past peak outflows, AI gap its advantage, Lighthouse Canton says

Another AI aftershock sends Indian IT stocks for a tumble

Timeline cronologica

Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?

Markets dumped India for AI stars. BlackRock says that’s a mistake

Markets dumped India for AI stars. BlackRock says that’s a mistake

Another AI aftershock sends Indian IT stocks for a tumble

India likely past peak outflows, AI gap its advantage, Lighthouse Canton says - The Economic Times

India likely past peak outflows, AI gap its advantage, Lighthouse Canton says