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Stock impact report

Why $52 Billion Says India Could Be the Surprise Winner of the AI Slowdown [Yahoo! Finance]

Principal Financial Group Inc (PFG) 
Last principal financial group inc earnings: 4/27 04:15 pm Check Earnings Report
Company Research Source: Yahoo! Finance
concerns build that the global AI trade could be losing momentum. Firms including Aberdeen Group, Principal Asset Management, Eastspring Investments, HSBC ( NYSE:HSBC ) and Jefferies ( NYSE:JEF ) have pointed to India's relatively low correlation with AI-heavy markets, arguing that this characteristic could help offset concentration risks tied to global tech leaders. After sharply lagging peers this year, Indian equity valuations have eased back toward their five-year average, while market performance continues to be driven by banks, consumer companies and services rather than a narrow cluster of AI-linked names. Warning! GuruFocus has detected 6 Warning Sign with HSBC. Is HSBC fairly valued? Test your thesis with our free DCF calculator. Portfolio managers suggest this setup could become more relevant if enthusiasm around AI investment moderates. Raj Singh of Principal Asset Management said India could serve as a useful diversifier heading into 2026, noting that any pause in th Show less Read more
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