AI Concerns Driving Market Worries: Nomura's Rob Subbaraman
Rob Subbaraman, Head of Global Macro Research, Nomura attributes the current market volatility to a combination of factors, including over-positioning in precious metals and crypto, concerns around AI investments, and weak US economic data. However, he believes India is well-positioned to attract global investors due to its strong growth, low inflation, and prudent policies, making it an attractive diversification opportunity.
