Neutral impactCorporate Action
ET Alpha Wealth Summit 2.0: Will the $8 trillion AI bet pay off? Nilesh Shah weighs in
Economic Times 1 hr ago·8 Oct 2026, 5:18 am
At the recent ET Alpha Wealth Summit, Nilesh Shah of Kotak Mutual Fund discussed the massive global investments currently being poured into artificial intelligence. He pointed out that while AI is a transformative technology, the returns on these investments are not guaranteed. Shah noted that the global economy has faced several disruptions recently, and capital flows are constantly shifting as investors look for the next major source of wealth creation.
For investors, this signals a period of high uncertainty. The focus is now on identifying which sectors and companies will truly benefit from the AI boom versus those that may struggle to deliver returns. It is a reminder that even the most promising trends require careful analysis to understand their long-term impact on portfolios.
Moving forward, market participants should watch how these capital flows evolve. The next phase of growth may depend on how effectively companies can monetize AI technologies. Keeping an eye on emerging economic powerhouses and their role in this shift will also be key to understanding future market trends.
Excerpt from Economic Times
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…Read the original at Economic Times
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