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India’s out-of-favour stocks find new fans as AI trade reverses

Indian IT shares have been the biggest beneficiaries of the reallocation, with the Nifty IT index surging 16.7% in July as ‌the Philadelphia Semiconductor Index slumped 21%.

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thehindubusinessline.com

economictimes.indiatimes.com

timesofindia.indiatimes.com

thehindu.com

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thehindubusinessline.comStai leggendo2 g fa

India’s out-of-favour stocks find new fans as AI trade reverses

Nifty IT jumped 16.7% in July vs US chipmakers' 21% drop—widest gap since 1999—as investors exit crowded AI positions. $1.6B inflow signals rotation from North Asia/US tech toward India's valuations in financials and industrials as the AI trade normalizes.

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martedì 28 luglio 2026·thehindubusinessline.com
South Korean market meltdown barely ruffles India; IT stocks steal the show
Indian markets remain resilient amid South Korea's downturn, with IT stocks surging as Nifty 50 closes nearly flat.
mercoledì 29 luglio 2026·economictimes.indiatimes.com
Indian IT stocks buck global tech slump, climb on earnings beat and AI optimism
Indian information technology stocks rallied Tuesday after global AI pressure eased. Coforge reported significant revenue and profit increases, boosting the sector. Other major IT…

India’s out-of-favour stocks find new fans as AI trade reverses

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India’s out-of-favour stocks find new fans as AI trade reverses

Timeline cronologica

South Korean market meltdown barely ruffles India; IT stocks steal the show

Indian IT stocks buck global tech slump, climb on earnings beat and AI optimism

Hated till June, hottest in July! What’s driving the Rs 3.8 lakh crore boom in IT stocks?

Indian IT stocks rally: Why TCS, Infosys, Wipro are rising as global AI stocks plunge

Stock markets trade in positive territory led by IT firms, foreign fund inflows

FIIs cut stakes in 7 Nifty IT stocks. Then the index surged 16% in July

IT stocks on a roll: TCS, Infosys, Coforge and others rally up to 5% for second straight day. What's driving this surge?

Indian IT stocks rally: Why TCS, Infosys, Wipro are rising as global AI stocks plunge

Sensex, Nifty rally over 1% as IT stocks drive broad-based market gains

Hated till June, hottest in July! What’s driving the Rs 3.8 lakh crore boom in IT stocks?

Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

Stock markets trade in positive territory led by IT firms, foreign fund inflows

India’s out-of-favour stocks find new fans as AI trade reverses