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Industry Moves

Investor Sriniwasan Makes Case For India

India may be a safe haven, according to top investor Srini Sriniwasan. This matters as the AI trade wobbles.

Original reporting · bloomberg.com

Original: “The Case For India in a World Obsessed With the AI Trade”

Read “The Case For India in a World Obsessed With the AI Trade” at Bloomberg Technology →

How this was written. GMS Agency Desk wrote this article with a language model from Bloomberg Technology’s reporting (model: @cf/meta/llama-3.3-70b-instruct-fp8-fast); it describes that reporting rather than adding to it. The original, linked above, is the full story.

Key points from Bloomberg Technology’s report

  • India may be a safe haven for investment as the AI trade wobbles.
  • Top investor Srini Sriniwasan made the case for India.
  • The comments were made in a discussion with Bloomberg's Menaka Doshi.

As the AI trade wobbles, India could prove a safe haven of choice, according to top investor Srini Sriniwasan. Sriniwasan, managing director at Kotak Alternate Asset Managers, made this pitch to Bloomberg's Menaka Doshi.

Sriniwasan's comments were part of a discussion with Bloomberg's Menaka Doshi, who also spoke with Mark Machin, co-founder and managing director of an unspecified firm.

The conversation with Sriniwasan and Machin suggests that India may be considered a viable option for investment, despite the current uncertainty surrounding the AI trade.

Questions and answers

Who made the case for India as a safe haven?

Top investor Srini Sriniwasan made the case for India.

Who did Sriniwasan speak with?

Sriniwasan spoke with Bloomberg's Menaka Doshi.

Read the full story at Bloomberg Technology More from Thursday, November 12, 2026’s edition