Ashmore Group reduces its investment in India due to high valuations. Uncertainty surrounds Donald Trump’s tariffs on Indian imports. Foreign investors show less interest in India for six to nine months. This is due to relative value compared to other emerging markets. India’s derating is already happening in relative terms.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a