Nimesh Chandan believes India will become attractive to investors when the focus shifts from suppliers of AI to appliers of AI.

India

Who

Nimesh Chandan, CIO at Bajaj Finserv AMC

What

When

Mon, 15 Jun 2026 01:05:01 GMT · 1h 48m ago

Where

India ·

Why

He expects this shift to happen soon, as there are already questions on the valuations of AI supplier companies.

The Frontline Impact

How this affects you

The shift in investment focus within the AI sector from suppliers to appliers could significantly impact foreign investment flows into India, potentially boosting its market attractiveness and economic growth. This change reflects a broader re-evaluation of AI investment strategies globally.

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Verified Sources & Citations

Moneycontrol
https://www.moneycontrol.com/news/business/markets/daily-voice-india-to-benefit-as-ai-focus-moves-to-adopters-says-nimesh-chandan-bullish-on-earnings-13949361.html
HIGH

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