News Summary

• Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and extraordinary earnings growth.
• Garner's assessment suggests that India's recent FII outflows are less a reflection of weakness in the domestic economy and more a consequence of an extraordinary global investment cycle centred around AI infrastructure.
• These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 26% Unlock Access to All Exclusives with ETPrime.