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.

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…

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…