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Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and power equipment. Analysts suggest a balanced approach, avoiding panic exits from AI-linked trades. Investors should prioritize quality companies with strong fundamentals and clear execution. Valuation resets offer opportunities for disciplined, long-term investment in the AI theme.

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Economic TimesLean R·3h ago
Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?
Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and power equipment. Analysts suggest a balanced approach, avoiding panic exits from AI-linked trades. Investors should prioritize quality companies with strong fundamentals and clear execution. Valuation resets offer opportunities for disciplined, long-term investment in the AI theme.
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Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

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Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

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