US-India trade deal revives FII interest, but AI threat clouds earnings and jobs: Saurabh Mukherjea

February 12, 2026

Foreign institutional investors are returning to India following the US-India trade agreement, but concerns over earnings growth persist. Artificial intelligence is emerging as a significant risk, impacting jobs and business models, particularly in white-collar industries and IT services, leading to potential consolidation and job reductions.

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