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India Marked as an ‘AI Loser’ as Foreign Investors Stay Cautious on Tech Valuations
India was labeled an ‘AI loser’ as foreign investors stay cautious about valuations, with buying expected only after a potential AI bubble correction.
Fund manager Pankaj Tibrewal described India as an ‘AI loser’ in the current cycle of global capital flows, citing limited foreign interest and premium domestic valuations. According to Tibrewal, foreign buying may return only after a potential correction or bubble burst in the global AI sector. He highlighted that structural growth in India remains strong, but investors are sceptical about near-term AI monetisation and high entry prices for technology stocks. The comments come as global markets reassess AI fundamentals amid valuation risks.