Foreign investors may rotate to India as AI trade froth fades, says Gaurang Shah

As global investors reassess richly valued AI and semiconductor plays, India could emerge as a more compelling destination for foreign capital, according to Gaurang Shah, Senior Vice President at Geojit Investments. Shah said the recent sell-off in global technology leaders reflects a simple market truth: money chases value, and when valuations turn excessive, investors exit quickly. His comments come at a time when Dalal Street is trying to build momentum in the face of geopolitical uncertainty, elevated oil prices and a volatile global risk environment. The bigger question for markets now is whether foreign portfolio investors, who have remained selective…