Rising opportunities in the Artificial Intelligence (AI) sector are prompting foreign investors to shift funds away from India and into markets with stronger AI exposure. Stocks of AI chipmakers such as Samsung, TSMC, and SK Hynix have surged, attracting global capital toward the United States, Taiwan, and South Korea.
According to Elara Securities’ Global Liquidity Tracker report, foreign investors pulled out nearly ₹14,000 crore from Indian equities over the last two weeks. In contrast, U.S. equity markets attracted about $120 billion in inflows within a single week.
AI-driven growth has boosted stock markets in South Korea, Taiwan, Japan, and the U.S., while India and China are facing pressure due to a limited presence of major AI-related stocks. Analysts say global investors are increasingly favoring markets expected to benefit directly from the ongoing AI revolution.
