Cameron Brandt, EPFR Global: AI Story Turning In India's Favour, But FII Headwinds May Not Be Over Y

EPFR's Cameron Brandt said global investors continue to view market sell-offs as buying opportunities, with US equity funds attracting robust inflows despite expectations of a divided government. He noted that the AI narrative is increasingly turning in India's favour, supporting the country's long-term investment appeal. However, Brandt cautioned that challenges related to foreign institutional investor flows may not be fully behind India yet. Even so, improving AI-linked opportunities and resilient investor sentiment continue to reinforce the case for Indian equities