Watch Desk posted an update
Swarup Mohanty of Mirae Asset says India is emerging as a compelling investment hedge as global capital flows towards AI-driven productivity.
Why it mattersHis argument, in a Bloomberg interview, is that rising investment in AI could strengthen India’s appeal. It is an investor’s view, not evidence that the money is already moving or that India is insulated from market risk. The interesting bet is that AI spending may make some non-AI markets more attractive, rather than drawing every investor into the same trade.
Discuss: Would you treat India as a genuine hedge against an AI-heavy investment boom, or is that just another way of betting on the same boom?
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