Citi analyst Surendra Goyal said Indian equities may benefit from US midterm election outcomes that could slow AI spending and redirect capital toward non-AI assets. India's weight in emerging market portfolios sits near multi-year lows, and each one-percentage-point increase could trigger approximately $12 billion in inflows, according to Citi's analysis.
The bullish outlook is further supported by solid earnings growth and declining oil prices, with every $10 drop in crude adding roughly 2% to Nifty 50 earnings. Citi raised its December 2027 target for the Nifty 50 index to 28,000 points from 26,000 points.
Citi Sees US Midterm Elections Slowing AI Spending, Boosting Indian Stocks with $12B Inflow Potential
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