Absence of AI in equities will become India's strength in a year, mkts to start attracting flows: CEA
Economic Times 1 hr ago·8 Oct 2026, 2:14 pm
Chief Economic Advisor V Anantha Nageswaran suggests that India's current lack of a dominant Artificial Intelligence (AI) sector could become a strategic advantage. He argues that as global markets face volatility in the AI boom, international investors may look for stable, alternative growth opportunities, positioning India as a safe harbor.
This perspective highlights India's robust economic fundamentals, which include a well-capitalized banking system and a manageable current account deficit. These factors help mitigate risks associated with currency depreciation and external challenges, reinforcing the country's appeal to global capital.
Investors should monitor how global liquidity shifts impact emerging markets. If foreign funds rotate away from high-risk tech sectors, India's steady growth story and financial stability could attract renewed interest, making it a key area to watch in the coming year.
Excerpt from Economic Times
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Key takeaways
- Category: Corporate Action.
- AI reads the tone as positive (potentially bullish) for the stock.
- Flagged as a high-impact, market-moving story.
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