India's $100M vs The World's $110B Al Race | Al Narrative Is Completely Wrong | Ft. Neelkanth Mishra

Описание: As geopolitical tensions reshape the global economy, investors are asking one crucial question: Is this a crisis for India or the beginning of India's biggest opportunity?

In this episode of The India Opportunity Show, Shrishti Sahu sits down with renowned economist and policy advisor Neelkanth Mishra to decode the impact of global conflicts, oil prices, currency movements, AI disruption, supply chain shifts, and changing world order dynamics. From India's growth outlook to the future of manufacturing, semiconductors, technology, and capital markets, this conversation provides a framework for investors trying to navigate uncertainty.

Neelkanth Mishra also shares his views on whether India is truly a negative AI trade, the future of Indian IT services, offshore investing, rupee depreciation, and why the current pessimism around India may be creating opportunities rather than risks. If you're an investor, entrepreneur, policymaker, or simply interested in India's long-term growth story, this episode is packed with actionable insights.

Subscribe to The India Opportunity Show for more conversations with India's leading investors, policymakers, founders, and thought leaders shaping the country's future.

#IndiaOpportunityShow #NeelkanthMishra #IndianEconomy #IndiaGrowthStory #InvestingInIndia #StockMarketIndia #Geopolitics #ArtificialIntelligence

Timestamp:
00:00 Introduction & What This Episode Covers
01:05 Global Scenarios
10:00 How Higher Oil Prices Impact India
19:25 Why India's Economic Fears Are Overblown
21:32 Indian retail customer is protected
23:07 How Investors Should Prepare For Geopolitical Shocks
32:12 India's AI Opportunity Explained
36:46 How India Can Win From AI Adoption
43:20 Should Indians Invest Overseas?
49:25 Can The Dollar Reach ₹150?
54:37 What AI Means For Infosys, TCS & Indian IT
01:02:45 Sectors Neelkanth Mishra Is Bullish On
01:05:51 Final Thoughts & Closing Remarks

About Guest:
Neelkanth Mishra is one of India's most respected economists and market strategists. He serves as Chief Economist at Axis Bank Group and is a member of the Economic Advisory Council to the Prime Minister of India. Known for his deep expertise in macroeconomics, public policy, capital markets, and global economic trends, he is widely regarded as one of the most influential voices shaping conversations around India's long-term growth trajectory.


Connect with us:
👉Apple Podcasts - https://podcasts.apple.com/us/podcast...
👉 Spotify Podcasts - https://open.spotify.com/show/3te7aVf...
👉 Newsletter - https://theindiaopportunity.com/
👉 LinkedIn -   / shrishtii  
👉 X - https://x.com/shrishtie
👉 Instagram -   / theindiaopportunity