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ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren Ved

India's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations away from traditional large-caps. They are now exploring growth in internet consumer and industrial spaces. This shift reflects changing market leadership and technological disruptions. The second half of 2026 is anticipated to be better for Indian equities.

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Economic TimesLean R·2h ago
ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren Ved
India's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations away from traditional large-caps. They are now exploring growth in internet consumer and industrial spaces. This shift reflects changing market leadership and technological disruptions. The second half of 2026 is anticipated to be better for Indian equities.
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ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren Ved

How 1 sources are covering this

ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren Ved

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