{"id":114875,"date":"2026-06-11T16:31:45","date_gmt":"2026-06-11T11:01:45","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=114875"},"modified":"2026-06-11T16:31:47","modified_gmt":"2026-06-11T11:01:47","slug":"nasdaq-falls-india-markets-benefit-us-tech-selloff","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/nasdaq-falls-india-markets-benefit-us-tech-selloff\/","title":{"rendered":"Nasdaq Falls 6% in 4 Sessions: Will Indian Markets Benefit if the US Tech Selloff Deepens? Analysts Say Not So Soon"},"content":{"rendered":"
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Nasdaq decline: -4.5 to -6% over 4 sessions (week of June 5, 2026). Trigger: Broadcom Q3 AI chip guidance $16 Bn vs $17.2 Bn estimate; Oracle US capex $55.7 Bn. India impact: Nifty -1.2%, Nifty IT -2 to -3%, E2E Networks lower circuit, Netweb -4.94%. FII flows: -Rs 2,124 Cr (June 10), -Rs 4,566 Cr (June 9). Analyst view: India rotation possible but concentrated; not broad-based yet.<\/em><\/p>\n

The Nasdaq<\/strong> composite index has declined approximately 6% over four consecutive sessions since June 5, 2026, triggering a question that Indian investors are asking: will the deepening US technology selloff eventually benefit Indian equity markets through capital rotation? The answer from market analysts is cautiously negative for the near term. The Nasdaq<\/strong> sell-off, which began with Broadcom’s disappointing Q3 AI chip sales guidance and was extended by Oracle US’s heavy capex plans, is not simply a US-specific story. It reflects a global reassessment of AI-related valuations, which is why Indian AI and IT stocks are falling in sympathy. Indian FII flows remain negative, and the Nifty 50 itself is down approximately 1.2% today, suggesting that the much-awaited rotation into Indian equities is not imminent.<\/p>\n

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