US AI Stock Wobble Could Boost India's Market, Says Geosphere Capital's Sanger

• Arvind Sanger of Geosphere Capital suggests a moderation in US AI stock euphoria could benefit India.
• While AI stock exuberance cools (e.g., Oracle), underlying AI demand remains robust (e.g., Micron Technology).
• Sanger believes a shift from AI as the sole dominant market theme in 2026 would allow India's growth fundamentals to shine.
• He downplays the global impact of a potential Bank of Japan rate hike, unless commentary is significantly hawkish.
• Sanger anticipates earnings acceleration for Indian companies in 2026, despite a current lag in corporate profitability.

Why It Matters: US AI stock moderation and a broader market focus could propel India's growth and corporate earnings.