Indian equity markets are relatively protected from the risks of a potential artificial intelligence (AI) bubble, owing to their limited exposure to pure-play AI companies and a more balanced market structure, according to a report by Motilal Oswal Private Wealth.
India's equity market recorded its worst relative performance in an Asian context since 1995 in 2025, weighing heavily on regional portfolios with high India exposure, according to the latest GREED & fear report by global brokerage Jefferies.