As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real risks and opportunities in the world&#x27;s most populous economy. Today&#x27;s Stocks &amp; Topics: Rambus Inc. (RMBS), Market Wrap, Fox&#x27;s Acquisition of ROKU, The Labor Market, Stock Split, Is India the Best Emerging Market to Invest in for 2026?, Vertiv Holdings Co (VRT), Franklin FTSE India ETF (FLIN), ONEOK, Inc. (OKE), Microsoft Corporation (MSFT), Tobacco Stocks. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

Is India the Best Emerging Market to Invest in for 2026?

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Justin Klein. Good afternoon, fellow investors, and welcome back to another edition of InvestTalk. This is our Thursday, July 9th, 2026 edition. A lot to discuss on today's show.

A very up and down market, a very choppy market, especially over the past couple of months. And you can even go back all the way to the fall and say the market's been vacillating up and down. You get sell-offs like you did in the end of the first quarter. You get the rally that started most of and was sustained through most of the second quarter.

And then we have the most recent weakness over the past month. And a lot of this has to do with changing expectations around what's going on in the AI sector or space in general, because it's not just one sector. It kind of spans multiple sectors. As well as Fed policy, government spending, economic growth. All of this is feeding into the trends we're seeing right now.

So we're going to look at all of this and much, much more on today's show. Most importantly will be your live calls. That's what this show is built on. That's what sustains this show is really hearing from you. This show is not about me. It's about you. I know I'm the one talking or Luke's the one talking, but we're just a couple of professionals. We do this every day. So we have a lot to bring to the table, but so do you.

Is India the Best Emerging Market to Invest in for 2026?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Is India the Best Emerging Market to Invest in for 2026?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.