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Today's Brief/Sunday, 26 July 2026/๐Ÿ“ˆ Stocks & Economy
๐Ÿ“ˆ Stocks & Economy๐Ÿ‡ฎ๐Ÿ‡ณ India

Index Funds Are Quietly Becoming Big AI Bets โ€” Here's Why Indian Investors Should Check Their Portfolios

MarketWatchยทSunday, 26 July 2026
Index Funds Are Quietly Becoming Big AI Bets โ€” Here's Why Indian Investors Should Check Their Portfolios

South Korean stocks were a minor presence in emerging-markets funds until artificial intelligence changed the equation, according to MarketWatch. Two massive ETFs now carry far more AI-related exposure than most investors realise, making standard index funds an unintentional concentrated bet on AI. The article highlights how passive investing no longer means truly diversified investing.

Why It Matters

Indian investors who put money into emerging-market ETFs or global index funds may be unknowingly taking on concentrated AI and semiconductor risk without realising it.

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