Waller Street is debating Indian equities as a safe-haven option amid the global AI sell-off, with institutional views currently divided. As the global AI sector faces a sell-off, Indian stocks have drawn attention from some institutions due to their lower AI-related exposure and improving corporate earnings. Institutions such as JPMorgan Chase and Goldman Sachs believe they are well-positioned to attract foreign capital inflows. However, firms like Bernstein and Marcellus Investment Managers argue that Indian valuations are relatively high and they should not be simply viewed as an AI safe-haven asset.