India stages a comeback as AI trade gets crowded: What fund flows reveal - The Economic Times
• India is re-emerging as a strategic "anti-AI" portfolio diversifier for global investors who are currently heavily concentrated in AI-linked markets like South Korea and Taiwan. • Recent market resilience is supported by $3.6 billion in foreign inflows, moderating long-only fund redemptions, and strong domestic contributions via Systematic Investment Plans (SIPs). • This shift matters as it provides a hedge against AI-sector volatility, with a potential $25 billion reallocation expected from underweight emerging market funds.
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