Join us for a compelling discussion on the Rising India Podcast with Nilesh Shah, Managing Director of Kotak Mahindra Asset Management, hosted by Gautam Chikermane. In this episode, we explore India's economic trajectory, from the 1991 market boom to its current position as a near $4 trillion economy.
The conversation delves into critical topics such as the rapid rise of the Sensex, capital expenditure, the globalisation vs deglobalisation debate, and India's readiness to lead in industries like AI and semiconductors. Nilesh Shah shares his expert insights on India's investment potential and the challenges that lie ahead for both policymakers and investors.
00:00 - 1:04 - Trailer
1:05 - 3:32 - Introduction of the Guest
3:33 - 11:09 - 1991-92 Market Boom: Sensex’s 40x Growth and Impact of Industrial Policy Reforms
11:10 - 16:45 - Current State of Indian Markets: Future Trends and Projections
16:46 - 17:39 - India in Global Indices: Real Growth or Debt-Fuelled Expansion?
17:40 - 24:30 - The Importance of Capital Expenditure: Union vs State Government Efforts
24:31 - 29:25 - India Approaching $4 Trillion: What It Means for Investors
29:30 - 33:45 - Globalisation, Deglobalisation, and India's Strategic Position
33:46 - 42:01 - Strategic Industries: AI, Semiconductors, and India’s Investment Potential
42:02 - 53:25 - AI and Business: Scaling and Financial Impacts for India
53:26 - 1:11:00 - Tech Independence: Why India Struggles to Create Its Own Platforms
1:11:01 - 1:17:28 - Intellectual Property Protection: India’s Challenges
1:17:29 - 1:24:00 - Reservation in the Private Sector: Will It Propel India’s Growth?
1:24:01 - 1:30:28 - Experiential Knowledge from Investors: Key Insights for Growth
In Conversation:
Gautam Chikermane, Vice President, Observer Research Foundation
Nilesh Shah, Managing Director, Kotak Mahindra Asset Management
#sensex #marketanalysis #investments #kotakmahindra #TheRisingIndiaPodcast
The Rising India Podcast YouTube Playlist link: https://www.youtube.com/playlist?list=PLHu-cm5A_l80rW4I1Fb0NEZmj0DO7jPxG
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