# South Korea, Taiwan attract AI capital as India sees outflows 2026-08-07T11:43:41+00:00 | Business & Economy | Indian Opinion Desk Corroboration: 1 independent outlet Global investors are favouring South Korea and Taiwan over India as the AI investment cycle reshapes capital flows. South Korea attracted $3.5 billion in foreign inflows, while Taiwan saw $1.8 billion, a 23-week high. In contrast, India-focused long-only funds continued to face redemptions, though the pace of selling has moderated, according to Elara Securities. NDTV Profit reports that many fund managers still see AI adoption powering India's capex and China+1 story, with infrastructure and manufacturing as themes. Since mid-June, India-focused funds have outperformed emerging-market peers by 10%, suggesting the tide may be turning, but the overall flow picture remains tilted towards East Asia for now. ## Coverage - ndtvprofit.com - businesstoday.in Tags: AI, capex, China+1, fund managers, infrastructure, manufacturing Canonical: https://indianopinion.org/ai-adoption-adds-to-indias-china1-capex-story-fund-managers/ License: Summary and commentary (c) Indian Opinion, reusable with attribution. Facts belong to the linked sources. Cite: https://indianopinion.org/ai-adoption-adds-to-indias-china1-capex-story-fund-managers/#story-in-brief Review state: restored archive article, accurate at time of publication, not offered to search indexes.