AI Bubble Strains, India Remains Solid Long-Term Investment: Expert

• AI rally powering US markets shows fatigue; dependence on AI trade introduces significant risk, says Danielle DiMartino Booth.
• US economy displays weakness with net job losses and disinflation; AI investment now relies on leverage, not just cash flow.
• Expert advises investors to move 'up in quality,' focusing on dividend-paying companies with strong cash flow globally.
• India's recent underperformance is a healthy correction, not fundamental issue; its long-term story remains strong due to demographics and education.
• FII selling in India may reverse as capital exits the US AI tech bubble, seeking new investment homes.

Why It Matters: AI bubble shows strain, but India offers a solid long-term investment due to strong fundamentals.