India has lagged major markets as weaker AI exposure coincided with lower correlation to the global AI theme, highlighting the benchmark’s limited participation in the technology-led rally in recent years. AI-related stocks account for only 16% of MSCI India, well below the exposure seen in Korea, Taiwan, China and Japan. Goldman Sachs identifies 42 AI Enablers across power, data centres and semiconductors, with the cohort up 60% in 2026, even as the Nifty declined 12%. Their exposure is concentrated in power equipment, utilities and technology hardware, while the group spans large, mid, small and micro-cap companies. Key facts:
Compiled by Dhuraivel Gunasekaran
RSS News
The Hindu Business line
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