ANI Podcast with Smita Prakash
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