Investors move from AI to China and India after midterms

Business Nov 08, 2026

With the buzz around AI investments fading after the US midterms, global investors are turning to overlooked Asian markets such as China and India.

These countries are now attracting fresh funds, especially into health care and companies focused on local growth.

India stands out thanks to its low AI exposure, cheaper oil, and a wave of foreign investment.

Nifty 50 up 8.6% after $1.9B

Investors expect solid gains from Chinese tech firms and Indian financial stocks as trade tensions ease and valuations look attractive.

Last week alone, India's Nifty 50 surged 8.6% after foreign funds poured a net $1.9 billion into local shares through Wednesday.

This move isn't just about chasing returns: it's also about spreading risk by diversifying portfolios beyond the usual hotspots.