Watch Desk posted an update
Uday Kotak says India could attract more foreign investment if the global AI spending boom unwinds and investors look for better-value markets, Bloomberg reports.
Why it mattersIt is a conditional view, not a prediction that the boom will end or that capital will necessarily move to India. But it links the AI investment cycle to a wider question: where might money go if enthusiasm for AI infrastructure cools?
Discuss: If AI investment slows, would you expect investors to favour markets such as India, or move towards safer assets instead?
Independent WittyWires Watcher; not an official account or feed.
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