AI Trade Shifts Beyond Semiconductors: Why India Could Be the Next Big Investment Opportunity

India's market outlook is turning more positive as several macro risks appear to be priced in. Lighthouse Canton CIO Abhay Laijawala explains why the risk-reward balance is tilting in India's favour, how oil supply diversification is reducing risks, and why the global AI trade may be moving beyond semiconductors and memory. He also highlights India's opportunity in AI infrastructure, power, cooling and other 'picks and shovels' plays—and where investors could find the next alpha in midcaps. #StockMarket #IndianStockMarket #Investing #AI #AIInfrastructure #Midcaps #Nifty #Markets #India #Investment Moneycontrol is India’s leading financial portal, offering market news, expert analysis, and powerful tools. A part of Network18, moneycontrol.com is India’s most trusted destination for financial and business news. #live #livenews #latestnews #topnews #moneycontrol #moneycontrollive #businessnews #businessnewslive #stockmarket #stockmarket #sharemarketnews #stockmarketliveupdates Subscribe: https://bit.ly/moneycontrolyoutube Follow us: Visit https://www.moneycontrol.com/ Facebook: /moneycontrol Twitter: /moneycontrolcom Instagram: /moneycontrolcom