Branch² Intelligence

India could come back into focus as AI spending growth moderates: Allspring

IN · 2026-07-10

Key takeaway

Allspring Global Investments adds Indian infrastructure stocks, maintains financials, and cuts IT exposure.

Step 1Allspring rotates into Indian infrastructure and financials, away from IT services.
Step 2Increased capital flows into Indian infrastructure and financial sectors lower their cost of capital and boost valuations.
Step 3Indian IT firms face reduced foreign demand and potential margin compression, affecting their pricing and capacity for UK clients.

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