From The Hindu BusinessLine
Center-Right Owned by The Hindu Group (Kasturi & Sons)India emerges as standout emerging market after US midterm elections: Shriram Research
What's behind this
Shriram Research says India has emerged as a standout emerging market following the US midterm elections, as falling crude oil prices and a shift away from US artificial‑intelligence stocks have lifted Indian equities. The firm notes that potential US data‑centre restrictions could open new investment opportunities in India. According to Ajay Bagga, foreign investors are returning to Indian equity markets because global funds are moving out of AI infrastructure trades in the US, Japan, South Korea and Taiwan, while India’s relatively attractive valuations and lower oil prices improve its appeal, even as rising US inflation presents a challenge.
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Shriram Research says falling crude oil prices and a shift away from US AI stocks boosted Indian equities, while potential US data centre restrictions could create fresh investment opportunities for India.
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Shriram Research says falling crude oil prices and a shift away from US AI stocks boosted Indian equities, while potential US data centre restrictions could create fresh investment opportunities for India.
