India view’s positive, it must at least have market weight exposure: Ajay Rajadhyaksha, Barclays

Foreign investors are holding back on India due to shifts in the US-India relationship, according to Barclays’ Ajay Rajadhyaksha. Despite this, India is viewed positively for stability and growth. Rajadhyaksha also discussed the sustainability of the AI rally and sees potential in base metals and large US tech firms.

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