Investors are increasingly betting on Asia for the next phase of the global equities rally, driven by enthusiasm around artificial intelligence and strong performances in South Korean and Taiwanese markets. Strategists remain bullish on AI-linked semiconductor and hardware stocks, while India lags due to oil dependence, weaker currency trends and limited AI exposure.
Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concerns
Veteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption concerns. While Naren called the sector