Thursday, 30 July 2026 · World
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EUROS The World Financial Report
Nº 19 Thursday, 30 July 2026 · World Edition
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Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

Markets-Economic Times · 2h ago · 🇮🇳 India
Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and power equipment. Analysts suggest a balanced approach, avoiding panic exits from AI-linked trades. Investors should prioritize quality companies with strong fundamentals and clear execution. Valuation resets offer opportunities for disciplined, long-term investment in the AI theme.

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