While global markets shudder under the weight of an aggressive AI sector unwind, Indian equities are demonstrating remarkable resilience. This relative outperformance is not mere luck; it is anchored by a structural $40 billion foreign capital influx and robust domestic earnings across banking and infrastructure. As long as the Reserve Bank of India maintains a stable currency corridor, India remains a premier defensive growth play in emerging markets.
Aurific Market Desk
Week in reviewIndia’s $40 Billion Inflow Shield: Why Local Earnings are Defying the Global AI Unwind
Foreign capital is rotating out of global tech and into Indian equities, anchored by robust domestic earnings and a central bank-backed rupee.
By the Aurific Market DeskAugust 1, 20263 min readAI-assisted
Nifty 50
+2.59%
this week
India 10Y
6.80%
G-sec yield
Top gainer
+47.89%
SMLMAH
Top loser
-25.70%
AASTHA
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