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

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

Author: Asian News International (ANI) April 24, 2026 Duration: 48:12

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


Conversations that shape our world often happen behind closed doors or in the quiet moments after the headlines fade. ANI Podcast with Smita Prakash pulls up a chair to those discussions, offering a direct line to the minds of influential figures. Hosted by veteran journalist Smita Prakash, this series moves beyond the soundbite, creating a space where politicians, athletes, artists, and thinkers can explore the nuances of the issues that define contemporary India and global affairs. The dialogue here is driven by curiosity and a commitment to depth, allowing guests to elaborate on their perspectives, their decisions, and the personal experiences that inform their public lives. You will hear candid reflections on current events, policy debates, and cultural shifts, all through the lens of those at the center of the story. Produced by Asian News International, the podcast leverages a legacy of journalistic access and integrity, ensuring every conversation is both insightful and substantive. It’s more than an interview; it’s an opportunity to understand the motivations and narratives driving today’s news. For anyone looking to move past the surface and engage with the substance of politics, society, and human endeavor, this podcast provides a consistently thoughtful and compelling listen.
Author: Language: en-us Episodes: 100

ANI Podcast with Smita Prakash
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