Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul Chadha

South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correction rather than an end to the rally. Concerns linger over leveraged ETFs, with market watchers focusing on major tech firms' AI capital expenditure. While India shows near-term strength due to easing geopolitical tensions and oil prices, job creation remains a medium-term focus. Foreign investors are rebalancing portfolios, not exiting India.

Raccontata dascmp.comeconomictimes.indiatimes.comthehindubusinessline.com