ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcard (opens original article in a new tab)

Nilesh Shah of Kotak Mahindra Asset Management highlights India's electrification and AI as key investment themes for the next decade, emphasizing infrastructure and technological opportunities.

• India's energy self-sufficiency is a long-term investment theme driven by electrification to reduce import dependence.
• Solar, storage, nuclear, and transmission infrastructure are highlighted as key areas for investment.
• AI is identified as a significant growth opportunity, alongside challenges in rare-earth material reliance for EVs.