Investors looking for shelter from AI storm are turning to India
Awaiting price reaction for this filing.
India's Nifty 50 is emerging as a relative safe haven for global investors amid AI-driven volatility in other markets, with the index moving 1% or more on only about one-third of trading days in the first half of 2026 versus 59 sessions for MSCI Emerging Markets and 79 for South Korea's Kospi. The rupee has stabilized after hitting a record low, oil prices have eased, and foreign outflows narrowed to the smallest in four months in June, while the India VIX fell to its lowest since February. Global houses including Morgan Stanley and BlackRock now view India as a defensive growth and differentiated emerging market opportunity, with the upcoming earnings season kicked off by TCS expected to potentially deliver positive surprises.