India poised for investor interest rebound as AI rally moderates: Naren

Market strategist S Naren suggests India could attract renewed investor interest once the current AI-led rally cools. He advises investors to review their asset allocation strategies given evolving US artificial intelligence trends and escalating geopolitical tensions affecting global markets.

While near-term earnings prospects remain positive, Naren notes that future growth will hinge on how the US AI cycle develops. Gold remains a favored investment, though international investments warrant caution in the current environment.