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ET Now Exclusive: IKIGAI’s Pankaj Tibrewal on earnings cycle, FIIs and why global AI shakeout could benefit Indian markets

ET Now Exclusive: Pankaj Tibrewal, founder and CIO of IKIGAI Asset Manager, explains why India's earnings cycle may be stronger than the Street expects, why FIIs could return in the second half of the year, and why the recent global AI shakeout could actually benefit Indian markets.

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ET Now Exclusive: IKIGAI’s Pankaj Tibrewal on earnings cycle, FIIs and why global AI shakeout could benefit Indian markets

Why it matters: AI News is moving the AI stack right now, and this update helps explain what changed for builders.

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