Beyond geopolitics, he believes artificial intelligence remains another major theme shaping global capital flows. Massive investments are currently being made in AI infrastructure, data centres and semiconductor manufacturing, but Freeman cautioned that returns on those investments could take several years to materialise.
Seth Freeman maintains a bullish outlook on India, asserting that its growth narrative remains strong despite global geopolitical tensions and AI uncertainty. He views artificial intelligence as a significant theme influencing global capital flows, with substantial investments…
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