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SoftBank’s Nvidia move amid the AI frenzy is bringing India’s measured growth into view

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Manage episode 519104906 series 3423246
Content provided by The Ken. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ken or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

SoftBank just sold about $5.8 billion worth of Nvidia shares earlier this week. The move frees up cash for new AI bets and comes as AI stocks power most of this year’s market rally. Nvidia’s rise has been spectacular but so have the warnings about overheating.

Some analysts see a rotation coming: money could move from pricey tech giants to steadier markets.

And that’s where India enters the picture. It’s grown slower, but on stronger fundamentals like broad demand, digital momentum, real earnings.

The question now is simple: when the AI fever cools, can India keep its calm?

Tune in.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

  continue reading

616 episodes

Artwork
iconShare
 
Manage episode 519104906 series 3423246
Content provided by The Ken. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ken or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

SoftBank just sold about $5.8 billion worth of Nvidia shares earlier this week. The move frees up cash for new AI bets and comes as AI stocks power most of this year’s market rally. Nvidia’s rise has been spectacular but so have the warnings about overheating.

Some analysts see a rotation coming: money could move from pricey tech giants to steadier markets.

And that’s where India enters the picture. It’s grown slower, but on stronger fundamentals like broad demand, digital momentum, real earnings.

The question now is simple: when the AI fever cools, can India keep its calm?

Tune in.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

  continue reading

616 episodes

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