India seen as reverse AI trade after sharp underperformance in emerging markets
India has lagged major emerging markets in 2025, underperforming the MSCI EM Index by 27 percentage points according to Jefferies strategist Chris Wood. The country’s limited exposure to the AI led rally in North Asia positions it as a contrarian trade if the current AI momentum unwinds. Domestic inflows have mitigated absolute downside despite currency weakness.
By Finblage Editorial Desk
12:30 pm
14 November 2025
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