📰 Investor Sentiment and Global Outlook Foreign investor interest in India is currently subdued, primarily attributed to recent **shifts in the US-India relationship**, according to analysis by **Barclays' Ajay Rajadhyaksha**. Despite this near-term constraint, India continues to be viewed favorably, underpinned by its perception of **stability and strong growth potential**. Looking at the broader global market, Rajadhyaksha expressed views on the **sustainability of the AI rally**. He also identified specific sectors with potential, namely **base metals** and **large US technology firms**.