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RBI Warns AI Investment Slowdown Could Trigger Asset Repricing

By Drooid · Oct 4, 2026, 7:59 AM UTC · How we work

Summary

Story summary

RBI Governor Sanjay Malhotra warned that a slowdown in AI investment could trigger sharp asset repricing.
He said a correction in AI-related valuations in advanced economies may boost capital inflows to India.
Malhotra listed stretched AI as one of five major risks to the global financial system.
He urged regulators to use scenario analysis and improve data on non-bank intermediaries and cross-border exposures.

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Story summary

RBI Governor Sanjay Malhotra warned that a slowdown in AI investment could trigger sharp asset repricing.
He said a correction in AI-related valuations in advanced economies may boost capital inflows to India.
Malhotra listed stretched AI as one of five major risks to the global financial system.
He urged regulators to use scenario analysis and improve data on non-bank intermediaries and cross-border exposures.