India as an AI hedge? The country's stocks could see robust inflows as markets globally tank

India’s Nifty 50 has risen nearly 8% over the past month, outperforming tech-heavy benchmarks in South Korea, Taiwan and the U.S. as global markets sold off. The relative strength has revived the case for Indian equities as a hedge against AI-driven volatility concentrated in semiconductor and technology shares. Investors are watching whether foreign inflows into Indian stocks accelerate, and whether the Nifty 50 can hold its gains if the global tech retreat deepens.