Positive impactSector
Beyond tech: Kotak MF’s Shibani Kurian on India’s next innovation-led winners
Economic Times 1 hr ago·3 Nov 2026, 5:00 am
Shibani Kurian, a senior fund manager at Kotak Mahindra AMC, suggests that investors should look beyond the traditional tech sector for the next wave of growth in India. She argues that innovation is not exclusive to software and digital services, but is actively reshaping other industries as well. This perspective encourages investors to broaden their search for high-quality companies that are modernizing their operations and value chains.
This shift in focus is significant because it diversifies the potential sources of returns in a portfolio. By identifying innovation in sectors like healthcare, auto components, and industrials, investors can find opportunities in established companies that are upgrading their capabilities. This approach helps in capturing growth that may not be immediately obvious in the current market narrative.
Investors should monitor how traditional industries are adopting new technologies and processes. Keeping an eye on these developments will help in spotting companies that are well-positioned to benefit from India's evolving economic landscape. This strategy requires looking past the hype of the tech sector to find value in other areas of the market.
Key takeaways
- Category: Sector.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
