ET Alpha Wealth Summit 2.0: Will the $8 trillion AI bet pay off? Nilesh Shah weighs in
A mutual funds development with market-wide reach.
· Economic Times Markets, ET Stocks
At ET Alpha Wealth Summit 2.0, Kotak Mutual Fund’s Nilesh Shah highlighted the uncertain payoff from massive investments in artificial intelligence. Shah said the global economy has faced repeated disruptions over the past six years, while shifting capital flows, AI and emerging economic powerhouses are reshaping investment opportunities and the next phase of wealth creation.
The analysis
Fund flows and NAV moves show where domestic retail conviction is actually going, month after month.
Market context
- Sector exposure: Capital Goods & Engineering, Capital Markets.
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