India likely past peak outflows, AI gap its advantage, Lighthouse Canton says

Foreign outflows from India may have largely run their course despite its status as one of the world’s most oil-vulnerable economies, a top executive at Lighthouse Canton said, adding that the country’s lack of AI exposure could prove an “advantage of absence”.

Domestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked the heavyweight IT index 27% and the ‌crude price spike ⁠after the ⁠Iran war worsened the macroeconomic outlook.