neutral
CLSA sees global AI boom winding down — India could be a major winner
On 18 November 2025, investment house CLSA released a report suggesting the global artificial‑intelligence investment boom may face a correction next year due to scrutiny on return‑on‑capital in hyper‑growth segments. The report warned that AI hardware‑heavy markets like Taiwan and South Korea may see outflows, while India’s services‑led and software‑oriented ecosystem places it in a favourable position for capital rotation.
Strategists believe Indian tech names may benefit if global sentiment shifts, though they stress execution and margins will be crucial.
Explore:Mutual Fund Tools
neutral
CLSA sees global AI boom winding down — India could be a major winner
On 18 November 2025, investment house CLSA released a report suggesting the global artificial‑intelligence investment boom may face a correction next year due to scrutiny on return‑on‑capital in hyper‑growth segments. The report warned that AI hardware‑heavy markets like Taiwan and South Korea may see outflows, while India’s services‑led and software‑oriented ecosystem places it in a favourable position for capital rotation.
Strategists believe Indian tech names may benefit if global sentiment shifts, though they stress execution and margins will be crucial.
Explore:Mutual Fund Tools
1 min read
79 words
CLSA warns the global AI investment boom may reverse next year, positioning India as a potential beneficiary if tech services deliver growth.
On 18 November 2025, investment house CLSA released a report suggesting the global artificial‑intelligence investment boom may face a correction next year due to scrutiny on return‑on‑capital in hyper‑growth segments. The report warned that AI hardware‑heavy markets like Taiwan and South Korea may see outflows, while India’s services‑led and software‑oriented ecosystem places it in a favourable position for capital rotation.
Strategists believe Indian tech names may benefit if global sentiment shifts, though they stress execution and margins will be crucial.
On 18 November 2025, investment house CLSA released a report suggesting the global artificial‑intelligence investment boom may face a correction next year due to scrutiny on return‑on‑capital in hyper‑growth segments. The report warned that AI hardware‑heavy markets like Taiwan and South Korea may see outflows, while India’s services‑led and software‑oriented ecosystem places it in a favourable position for capital rotation.
Strategists believe Indian tech names may benefit if global sentiment shifts, though they stress execution and margins will be crucial.
Tags:
AI
investment strategy
AI
investment strategy
India tech
CLSA report
capital rotation