AI euphoria: How India's old economy is giving FIIs a safe hiding place
Analysis of this story by et_markets · 12 Mar 2026, 8:55 AM IST (about 2 months ago)
AI Analysis
The pharma sector, while not directly mentioned, often acts as a defensive play. However, the current FII rotation is specifically targeting industrial 'old economy' sectors as a hedge against AI disruption, suggesting a different kind of defensive strategy.
Trading Insight
Monitor pharma stocks for any spillover effect from broader FII rebalancing, but the primary focus for FII inflows is currently elsewhere.
Quick check: SUNPHARMA bullish bias (overbought), CIPLA neutral (-0.3% 1d).
Key Evidence
- •Foreign investors are shifting investments in India.
- •They are buying shares in metals, capital goods, and power sectors.
- •This move is a hedge against artificial intelligence disruption.
- •Technology stocks are seeing significant selling.
- •Old economy sectors are now attracting foreign capital.
Sources and updates
Original source: et_markets
Published: 12 Mar 2026, 8:55 AM IST
Last updated on Anadi News: 12 Mar 2026, 9:21 AM IST
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