neutral
CLSA warns global AI investment boom may reverse; India positioned as key beneficiary
On 18 November 2025, investment‑banking house CLSA issued a report suggesting that the global artificial‑intelligence investment boom could face a correction in the coming year due to concerns over return on large capital deployments. The report notes that markets such as Taiwan and South Korea are heavily exposed to AI hardware, whereas India, with its growing software and services base, stands to gain if capital rotates.
Market strategists say Indian tech firms must demonstrate scalable earnings growth to capitalise on the shift.
neutral
CLSA warns global AI investment boom may reverse; India positioned as key beneficiary
On 18 November 2025, investment‑banking house CLSA issued a report suggesting that the global artificial‑intelligence investment boom could face a correction in the coming year due to concerns over return on large capital deployments. The report notes that markets such as Taiwan and South Korea are heavily exposed to AI hardware, whereas India, with its growing software and services base, stands to gain if capital rotates.
Market strategists say Indian tech firms must demonstrate scalable earnings growth to capitalise on the shift.
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neutral
CLSA warns global AI investment boom may reverse; India positioned as key beneficiary
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CLSA cautions that the AI investment surge may unwind next year, indicating India could emerge as a beneficiary of capital rotation.
On 18 November 2025, investment‑banking house CLSA issued a report suggesting that the global artificial‑intelligence investment boom could face a correction in the coming year due to concerns over return on large capital deployments. The report notes that markets such as Taiwan and South Korea are heavily exposed to AI hardware, whereas India, with its growing software and services base, stands to gain if capital rotates.
Market strategists say Indian tech firms must demonstrate scalable earnings growth to capitalise on the shift.
On 18 November 2025, investment‑banking house CLSA issued a report suggesting that the global artificial‑intelligence investment boom could face a correction in the coming year due to concerns over return on large capital deployments. The report notes that markets such as Taiwan and South Korea are heavily exposed to AI hardware, whereas India, with its growing software and services base, stands to gain if capital rotates.
Market strategists say Indian tech firms must demonstrate scalable earnings growth to capitalise on the shift.
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AI
investment strategy
AI
investment strategy
India tech
CLSA
capital rotation