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The Economic Times

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AI trade gets crowded as India stages a comeback: What fund flows reveal

As global investors crowd into AI-linked markets in South Korea and Taiwan, India is re-emerging as an anti-AI portfolio diversifier. Moderating long-only fund redemptions, $3.6 billion in recent foreign inflows, strong domestic SIP contributions, and potential $25 billion reallocation from underweight EM funds are supporting Indian equities' relative resilience.

9 Aug 2026 11:18 am