Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?

India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI-driven market trend. Foreign investors are shifting away from Korean chipmakers, while India's domestic growth drivers offer a more stable outlook. This shift, fueled by concerns over AI 'malinvestment' and concentrated market risks, suggests a broader diversification may be underway.

Raccontata daeconomictimes.indiatimes.com