The AI boom has been sucking up global capital, leaving markets like India on the sidelines. In this episode of the Emerging podcast, Menaka Doshi sits down with Intrepid Growth Partners’ Mark Machin and Kotak Alternate Asset Managers’ Srini Sriniwasan to talk about whether India can provide a hedge for investors looking for insurance against the bursting of the AI bubble. Watch Bloomberg Vodcasts: https://www.youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Visit us: https://www.bloomberg.com/podcasts Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg For coverage on news, markets and more: http://www.bloomberg.com/video