Jul. 7 at 8:12 AM
🚨 JPMorgan: Foreign Investors Exiting India as AI Opportunity Slips
Says Indian companies lack meaningful exposure to AI hardware, missing the global AI boom.
Expects Indian equities to lag regional peers, with the AI gap contributing to some foreign capital outflows.
Flags earnings downgrades and stretched valuations as key investor concerns.
Says broader AI adoption across Indian businesses could lift productivity and improve the market outlook over time.
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