Inside India newsletter: Why Taiwan and South Korea's stock markets have surged past India within a week

Key points

• In this article BHARTIARTL-IN TSMC3'-BR SSNHZ HXSCL Follow your favorite stocks CREATE FREE ACCOUNT Hello, this is Priyanka Salve, writing to you from Singapore.
• Welcome to the latest edition of "Inside India" — your one-stop destination for stories and developments from the world's fastest-growing large economy.
• AI-driven gains in TSMC, Samsung and SK Hynix, plus a weaker rupee and headwinds from the Middle East conflict are reshaping Asia's market rankings.
• This week, I explore how the AI theme is outshining India's consumption story.
• Any thoughts on today's newsletter?