As concerns over the global AI trade trigger volatility in markets such as South Korea, investors are debating whether India could emerge as the next destination for foreign capital. According to Sameer Dalal from Natverlal & Sons Stockbrokers, the answer lies less in the unwinding of the AI theme and more in India's improving macroeconomic fundamentals.
He believes the recent weakness in AI-related stocks is more of a valuation correction than the end of the structural AI investment cycle.
