Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a margin of safety and staying committed to high-conviction ideas. The focus remains on cash-flow generation, even in new-age businesses, with opportunities emerging in a stock-picker's market. Long-term wealth creation is seen across sectors, particularly in sustainable solutions and digital infrastructure.
TrustLine CEO N. ArunaGiri suggests that a controlled cooling of the global AI investment boom could actually benefit Indian equities by attracting foreign capital. He advises investors to prioritize a margin of safety and commit to high-conviction ideas. Opportunities are…
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