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Is foreign money really coming back to India? Rahul Chadha says the bigger question is AI
Moneycontrol.com 5 hrs ago·31 Aug 2026, 7:47 am
Foreign investors have been net sellers in Indian equities for several months, raising concerns about a potential exodus. However, Rahul Chadha, a senior market strategist, argues that the real story isn't about money leaving, but rather a shift in focus toward global technology trends.
He suggests that while capital flows may remain cautious, the primary driver for future investment isn't just India's growth story, but the rapid expansion of Artificial Intelligence. Investors are increasingly looking for companies positioned to benefit from this technological revolution.
Moving forward, market participants should watch how Indian companies integrate AI into their operations. The ability to leverage this technology could be the key factor determining whether foreign capital returns in a meaningful way.
Excerpt from Moneycontrol.com
Recent India buying is "bottom-fishing," not sustained flow. Sustained flows need supportive global conditions. India must show it's on the right side of AI disruption. in your portfolio by Vishal Malkan Foreign investors may have begun nibbling at Indian equities again, but Rahul Chadha is not yet ready to call it a…Read the original at Moneycontrol.com
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