{"id":974602,"date":"2025-11-18T08:15:25","date_gmt":"2025-11-18T02:45:25","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=974602"},"modified":"2025-11-18T09:10:24","modified_gmt":"2025-11-18T03:40:24","slug":"ai-story-could-unwind-next-year-and-indias-likely-to-benefit-clsa","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2025\/11\/18\/ai-story-could-unwind-next-year-and-indias-likely-to-benefit-clsa\/","title":{"rendered":"AI story could unwind next year and India&#8217;s likely to benefit: CLSA"},"content":{"rendered":"<p>Mumbai: CLSA&#8217;s equity strategist said the Artificial Intelligence (AI) story is likely to unwind in the next year due to concerns over returns on the &#8220;eyewatering commitments&#8221; in the sector. A sell-off in AI stocks is likely to benefit India as investors are expected to reallocate funds from Taiwan and Korea, it said. <\/p>\n<p>&#8220;From an evaluation standpoint, it certainly looks as if we are certainly either in or at least approaching bubble territory,&#8221; said Alex Redman, chief equity strategist, CLSA, in a news conference. &#8220;When you start to get a crack in the whole investment case of the MAG 7 or AI-related plays, the whole market is going to feel the collateral damage.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mumbai: CLSA&#8217;s equity strategist said the Artificial Intelligence (AI) story is likely to unwind in the next year due to concerns over returns on the &#8220;eyewatering commitments&#8221; in the sector. A sell-off in AI stocks is likely to benefit India as investors are expected to reallocate funds from Taiwan and Korea, it said. &#8220;From an evaluation standpoint, it certainly looks as if we are certainly either in or at least approaching bubble territory,&#8221; said Alex Redman, chief equity strategist, CLSA, in a news conference. &#8220;When you start to get a crack in the whole investment case of the MAG 7 [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-974602","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/974602","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=974602"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/974602\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=974602"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=974602"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=974602"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}