Radio and PodcastRadio and PodcastLive Radio & Podcasts
Talking Heads - The AI angle to Indian equities artwork
Business

Talking Heads - The AI angle to Indian equities

Investment Insights by BNP Paribas Asset Management

Jan 23, 202607:59Business

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equiti...

About This Episode

Talking Heads - The AI angle to Indian equities is an episode from Investment Insights by BNP Paribas Asset Management. There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the abse...

Podcast

This episode belongs to Investment Insights.

Listen Online

Use the player on this page to stream the episode online.

Episode Details

Published Jan 23, 2026, 07:59 long, audio available.

Related Episodes

Continue listening to more episodes from Investment Insights.

Questions About This Episode

What is Talking Heads - The AI angle to Indian equities about?

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large software industry and spreading AI adoption should help brighten the prospects for 2026. For more insights, visit Viewpoint: Download the Viewpoint app:

Where can I listen to Talking Heads - The AI angle to Indian equities?

You can listen to Talking Heads - The AI angle to Indian equities online on Radio and Podcast. Open the player on this page to stream the available audio.

Which podcast is Talking Heads - The AI angle to Indian equities from?

Talking Heads - The AI angle to Indian equities is an episode from Investment Insights by BNP Paribas Asset Management.

How long is this episode?

This episode is 07:59 long.

When was this episode published?

This episode was published on Jan 23, 2026.

Can I save Talking Heads - The AI angle to Indian equities for later?

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Are there related episodes from Investment Insights?

Yes. This page shows related episodes from Investment Insights when more episodes are available from the podcast feed.

Quick Answers About This Episode

Where can I listen to Talking Heads - The AI angle to Indian equities?

You can listen to Talking Heads - The AI angle to Indian equities on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

Talking Heads - The AI angle to Indian equities is from Investment Insights by BNP Paribas Asset Management.

What are the episode details?

Published Jan 23, 2026 and 07:59 long