Can Indian Equities Outperform? Rahul Arora On Why India Needs To Invest More In AI Capabilities

Indian equities face growing competition from global markets, where AI-driven companies are attracting investor capital with faster growth and potentially lower valuations. Rahul Arora, CEO, Ashika Institutional Equities, shares his perspective on whether India can regain its outperformance and why Indian companies need to invest in AI capabilities to remain competitive. The discussion examines how banking stocks could drive a sharp Nifty rally, whether lower crude prices and a pause in interest rate hikes could support a recovery, and why strategic acquisitions could accelerate growth. The key question is whether a potential market rally would signal a lasting structural turnaround or another temporary rebound for Indian equities.