EP-408 | Indian Economy, Energy Crisis, Stock Market, AI & Power Politics | Nilesh Shah

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

44:09 – Buy or Sell in the Stock Market

46:45 – How to Manage Money Better