India equities relatively shielded from AI bubble risks: Report

Indian equity markets are relatively protected from the risks of a potential artificial intelligence (AI) bubble, owing to their limited exposure to pure-play AI companies and a more balanced market structure, according to a report by Motilal Oswal Private Wealth.

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The report data highlighted that while global markets, especially the US, have seen sharp boom-bust cycles driven by technology-heavy indices, Indian markets have historically shown greater resilience during such phases.

One of the key comparisons in the report is between the market capitalisation of the global “MAG7” stocks and the GDP of major economies.