EP-408 | Indian Economy, Energy Crisis, Stock Market, AI & Power Politics | Nilesh Shah
About this episode
Nilesh Shah discusses the complexities of India's financial markets amidst global challenges and offers insights for investors.
India’s financial markets are going through a complex global situation, shaped by changing geopolitics and shifts in domestic growth. To help us understand what lies ahead, the ANI Podcast with Smita Prakash is joined by one of the most respected voices in the investment world, Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Company. He is also a part-time member of the Economic Advisory Council to the Prime Minister. With decades of experience across market cycles, he shares valuable insights on the economy, markets, and where investors should consider placing their bets. He also explains what lessons India can learn from the West Asia crisis. Timestamps 00:00 – Introduction 00:39 – Role in PM’s Economic Advisory Council 03:49 – India’s GDP Ranking 07:30 – India’s Economic Vulnerability 12:30 – Progress of Banking in India 16:16 – Impact of West Asia Conflict on India 20:41 – How India Can Improve Its GDP 25:22 – US Markets During Iran War 27:44 – India–China Trade Explained 31:07 – Monsoon Impact on Indian Economy 32:30 – Why is Rupee Falling? 37:55 – Role of AI in Indian Economy 41:06 – Investor Trust in Indian Equities 42:37 – IPO Rush in 2025 Explained…
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