
building in tech x ecom. @drwaterclub. ecom. ex pm @navifinance. @iitkgp.
- Tweets2.4K
- Following1.6K
- Followers551
- Likes5.6K

ALT India stands out as one of the biggest losers as the artificial intelligence trade reshapes global investment flows. In a stark shift, the country’s stock market is on the verge of dropping out of the world’s five biggest for the first time in three years. Without the AI-driven rallies powering Taiwan and South Korea, there’s a growing risk that India falls further behind rather than regaining lost ground. The rationale goes far beyond Indian equities being relatively expensive or corporate earnings slowing. Global investors, who not long pushed India close to rivaling China in emerging-market portfolios, are now chasing themes the country’s market largely lacks: chip manufacturing, computing infrastructure and AI models. While India has talent, demand and digital scale, few of its corporate champions are directly linked to that buildout. That increasingly leaves the market tied to the domestic consumption story.

ALT The sustainability of that growth is in question, though. As many as 15 million Indians work in IT services and global capability centers, many in some of the country’s best-paying private jobs. A structural slowdown in hiring or a more fundamental shift in global demand for the services would ripple across the economy, into real estate, consumption, lending and the broader financial sector. And while the impact on the wider economy is yet to be felt, growth forecasts are already moderating, in a challenge to the narrative of India as a high-growth play. Gross domestic product will likely expand 6.5% in 2027 and 2028 each after an average annual rate of 8.3% in the last four years, the International Monetary Fund predicts. “The most dangerous thing about India’s current position is that the narrative is still optimistic enough that the urgency for that rethink hasn’t fully landed,” said Dugan at Global CIO Office.



















