Indian equities face continued underperformance, trailing global peers due to earnings disappointment and significant overseas exits. While corporate earnings revival is anticipated only by FY27, a resolution to the India-US tariff dispute is seen as the immediate trigger to push Sensex and Nifty towards new all-time highs.
Jensen Huang’s Nvidia exit raises fears over the future of AI financing
Nvidia CEO Jensen Huang’s reported departure rattled global markets, triggering concerns over the chipmaker’s leadership, AI investments and data-centre financing strategy. Nvidia shares tumbled, while
November 12, 2026