Ruchir Sharma on Why India Seems to Be on the Wrong Side of the AI Trade
India is being viewed as lagging the global AI trade as investors prioritise chips, compute and infrastructure. Ruchir Sharma explains how low R&D spending and exposure of software and outsourcing jobs are weighing on sentiment. He also outlines potential positives, including strong nominal GDP growth, a valuation reset opportunity, and the chance for India to benefit later as AI adoption shifts toward productivity gains. Rockefeller International Chairman Ruchir Sharma joined Haslinda Amin on Insight with Haslinda Amin. (Source: Bloomberg)
Investors and founders alike should note the implications for AI company valuations and deal flow in 2026.
Why it matters for your wallet: Every major AI industry move creates earning opportunities — from new tools to invest in, skills to learn, or markets to enter. Tracking these developments is how you stay ahead.
