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US markets may start to question RoI from AI; India story still unfolding (Soban News)

AI capex boom may keep India markets under pressure as global funds shift to semiconductor-heavy markets like Taiwan and Korea, says Christopher Wood of Jefferies​AI capex boom may keep India markets under pressure as global funds shift to semiconductor-heavy markets like Taiwan and Korea, says Christopher Wood of Jefferies ​Home Page [ SOBAN NEWS: International and National ]

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