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Bloomberg

Ruchir Sharma on Why India Seems to Be on the Wrong Side of the AI Trade

India is being viewed as lagging the global AI trade as investors prioritise chips, compute and infrastructure. Ruchir Sharma explains how low R&D spending and exposure of software and outsourcing jobs are weighing on sentiment. He also outlines potential positives, including strong nominal GDP growth, a valuation reset opportunity, and the chance for India to benefit later as AI adoption shifts toward productivity gains. Rockefeller International Chairman Ruchir Sharma joined Haslinda Amin on Insight with Haslinda Amin.

Leia mais: Ruchir Sharma on Why India Seems to Be on the Wrong Side of the AI Trade
Bloomberg

Gulftainer: Need Reliable Continuity And Resilience

Farid Belbouab, Group CEO of global port and logistics operator Gulftainer, highlights how cargo is continuing to move through alternative corridors at a time when supply-chain resilience has become critical. He explains that Gulftainer is scaling from about 2,000 containers per week to 50,000. Belbouab speaks with Haslinda Amin on "Insight with Haslinda Amin."

Leia mais: Gulftainer: Need Reliable Continuity And Resilience
Bloomberg

Tech to Remain 'Resilient' to Higher Rates, JPM Says

Fabio Bassi, head of cross-asset strategy at JPMorgan, discusses market sentiment as global equities rose on optimism that the US and Iran were nearing a deal. "The AI upstream theme is a critical diver of the dynamic of the equity market," Bassi tells Bloomberg Television. He adds that despite the oil supply shock in response to the situation in the Middle East, the message from earnings is still "positive."

Leia mais: Tech to Remain 'Resilient' to Higher Rates, JPM Says