As global investors continue to chase opportunities linked to the artificial intelligence boom, India finds itself on the sidelines of one of the biggest market themes driving capital flows worldwide. According to market veteran Punita Kumar Sinha from Pacific Paradigm Advisors, the country's lack of exposure to semiconductor manufacturing has limited its participation in the AI-driven rally that has captivated investors across the United States and North Asia.
Speaking to ET Now, Sinha noted that while India's technology sector has already undergone a significant correction, much of the pessimism surrounding the industry may already be reflected in stock prices.
