neutral
1h agoGlobal US‑market correction flagged as biggest risk for India’s stock performance
Speaking at a leadership summit, S Naren of ICICI Prudential AMC cautioned that the key threat to global markets - and India’s in particular - is a sharp correction in the U.S., which comprises nearly 60 % of global equity indexes.
He emphasised that while India may fare relatively better, it cannot escape if the U.S. falls 20%.
On AI specifically, he noted the risk isn’t AI per se but AIstock valuations that have become stretched.
He added that domestic buying via SIPs will be important but foreign participation remains weak, putting pressure on India’s next growth leg.
He urged investors to watch U.S. tech earnings closely as a bellwether for India’s markets.
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neutral
1h agoGlobal US‑market correction flagged as biggest risk for India’s stock performance
Speaking at a leadership summit, S Naren of ICICI Prudential AMC cautioned that the key threat to global markets - and India’s in particular - is a sharp correction in the U.S., which comprises nearly 60 % of global equity indexes.
He emphasised that while India may fare relatively better, it cannot escape if the U.S. falls 20%.
On AI specifically, he noted the risk isn’t AI per se but AIstock valuations that have become stretched.
He added that domestic buying via SIPs will be important but foreign participation remains weak, putting pressure on India’s next growth leg.
He urged investors to watch U.S. tech earnings closely as a bellwether for India’s markets.
Explore:Mutual Fund Screening
about 2 hours ago
1 min read
111 words
India’s market outlook depends strongly on U.S. equity performance, says ICICI Prudential’s CIO, with AI‑stock risk highlighted.
Speaking at a leadership summit, S Naren of ICICI Prudential AMC cautioned that the key threat to global markets - and India’s in particular - is a sharp correction in the U.S., which comprises nearly 60 % of global equity indexes.
He emphasised that while India may fare relatively better, it cannot escape if the U.S. falls 20%.
On AI specifically, he noted the risk isn’t AI per se but AIstock valuations that have become stretched.
He added that domestic buying via SIPs will be important but foreign participation remains weak, putting pressure on India’s next growth leg.
He urged investors to watch U.S. tech earnings closely as a bellwether for India’s markets.
Speaking at a leadership summit, S Naren of ICICI Prudential AMC cautioned that the key threat to global markets - and India’s in particular - is a sharp correction in the U.S., which comprises nearly 60 % of global equity indexes.
He emphasised that while India may fare relatively better, it cannot escape if the U.S. falls 20%.
On AI specifically, he noted the risk isn’t AI per se but AIstock valuations that have become stretched.
He added that domestic buying via SIPs will be important but foreign participation remains weak, putting pressure on India’s next growth leg.
He urged investors to watch U.S. tech earnings closely as a bellwether for India’s markets.
Companies:
ICICI Prudential AMC
Tags:
markets
india
markets
india
global
us
risk
tech_stocks
Nov 8, 2025 • 20:04 IST