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Feb 13
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LONG
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Raja Chakravorti
Professor of Economics, University of California, Berkeley
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Foreign investor GQG is betting $24 billion on India, specifically targeting banking, infrastructure, and telecom, while avoiding IT. These sectors are "domestically oriented" and insulated from the global AI disruption narrative affecting IT exports. They benefit from India's internal economic recovery and earnings growth. LONG India's domestic cyclical economy. Global risk-off sentiment dragging down all emerging market equities. |
Bloomberg Markets
How AI Is Proving to Be a Double-Edged Sword ...
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