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India was punished for being ‘Not AI’. That may now be its biggest advantage
After significant foreign outflows caused by the AI investment wave, India’s stock market presents a compelling diversification hedge against potential AI trade corrections and global portfolio concentration.
This is why we also term it ‘Predictable India’ – a close link between long-term GDP growth and stock market returns. (See Chart 1 below and read the linked article above for more details)
Chart 1: The ‘Predictable’ Link between GDP growth and stock ... [6487 chars]
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