Global Investors Position India as Anti-AI Play

Foreign institutional investors have pulled nearly $30 billion from Indian equity markets over the past twelve months. A substantial portion of that capital moved to Korea and Taiwan. Foreign portfolio investor ownership in stocks listed on India's National Stock Exchange fell from 22.2% in September 2024 to 17.3% in May 2025. Taiwan absorbed $15 billion of net foreign inflows in the third quarter of 2025 alone. HSBC analysts say global investors increasingly view India through the lens of AI economics and are positioning the world's most populous nation as a global anti-AI play. India employs roughly 20 million people directly and indirectly in IT services. Services account for 55% of Indian gross domestic product. HSBC estimates digital AI agents cost approximately one-third as much as human agents for customer support and certain mid-office functions. Global tech giants will spend two trillion dollars on AI infrastructure between 2025 and 2030. India's AI Mission committed $1.25 billion over five years beginning March 2024.

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