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India’s diversified growth seen as buffer against a potential global tech unwind
Analysts suggest India’s limited reliance on big-tech valuations, coupled with domestic consumption strength and sectoral diversification, could help its markets remain relatively resilient if an AI-driven global tech bubble deflates in 2026.
Market strategists argue India could outperform global peers if an AI-led tech bubble bursts in 2026. Lower dependence on mega-cap technology stocks, stronger domestic demand, diversified sector leadership, and steady policy support may cushion Indian equities against sharp global tech-driven corrections.