AI retreat fuels India stock comeback in great rotation trade

The MSCI India gauge has rebounded 11% from a six-month low set in October, adding more than $400 billion in value and almost erasing this year’s losses, as the country’s relative lack of AI exposure has become a prime advantage.

Nov 15, 2026 - 06:00
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AI retreat fuels India stock comeback in great rotation trade
The MSCI India gauge has rebounded 11% from a six-month low set in October, adding more than $400 billion in value and almost erasing this year’s losses, as the country’s relative lack of AI exposure has become a prime advantage.

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