China’s internet regulator has told the country’s biggest technology companies to stop buying Nvidia’s AI chips and terminate their existing orders. The clear intent is to onshore semiconductor supply and accelerate self-reliance.
India Set to Benefit: The Next Global Tech Leader
But here’s the bigger picture: over the next seven years, one of the major global beneficiaries of this pivot will be India.
In The Personal View (15 July 2025): “India 2035 – Global Tech Leader, Emerging Superpower”
In The Personal View (27 August 2025): “High Conviction – Buying, Buying, Buying Indian Tech! ”
Both notes highlighted the investment case for Indian technology and semiconductors, with a recommendation to accumulate exposure through a basket of Indian IT leaders and mid-cap semis/design names.
The thesis remains straightforward:
- India is transitioning from a support hub to a tech architect
- Semiconductors, advanced electronics, AI, and digital exports are at the core
- Public equities in this space could see a fivefold increase over the next seven years
China’s decision only strengthens this forecast. For global investors, the signal is clear: India Tech is next.
