ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO

June 26, 2026

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 margin of safety and staying committed to high-conviction ideas. The focus remains on cash-flow generation, even in new-age businesses, with opportunities emerging in a stock-picker’s market. Long-term wealth creation is seen across sectors, particularly in sustainable solutions and digital infrastructure.

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