Gautam Trivedi On US Positivity, India Flows, IPO Market Boom & Powering AI Boom | Business News　 #ETNOW

Nepean Capital Gautam Trivedi joins ET Now in studio after his US trip to decode global investor sentiment. 🇺🇸
He says the US economy remains strong with a massive $4 trillion CapEx, R&D, and buyback spend, while FIIs stay underweight India amid earnings slowdown.
Trivedi sees power and data centres as India’s biggest AI-linked opportunities and expects a revival in flows if earnings rebound in H2.

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