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CLSA warns AI investment boom may unwind next year; India seen as winner
CLSA cautions that the AI investment boom may unwind next year, suggesting India could benefit from capital rotation away from markets like Taiwan and Korea.
On 18 November 2025, investment strategist CLSA flagged that the ongoing artificial‑intelligence boom could reverse in the next year because of concerns over return on massive capital commitments. The analysis expects a sell‑off in AI‑heavy markets such as Taiwan and South Korea, with investor flows shifting toward India as a beneficiary of the rotation.
The firm noted that India’s digital infrastructure and tech services strength position it well for inflows if the global AI trade loses momentum.