Global Funds Pivot to India as 2026 Anti-AI Hedge Amid Tech Risks

• Global fund managers view Indian markets as a potential hedge against AI-related investment risks.
• Aberdeen, Principal Asset Management, and Eastspring Investments anticipate an Indian equities rebound in 2026.
• India's low correlation with AI-heavy markets makes it an attractive diversifier for portfolios.
• The market benefits from strong domestic growth drivers, including tax cuts, labor reforms, and domestic liquidity.
• Despite significant AI infrastructure investment, India's market lacks pure-play AI companies.

Why It Matters: India is a vital non-AI investment option amid global tech risks.