India is set to drive the global economy in the coming years, according to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Company, who described the country as the “engine of the global growth train” during his keynote address at the Kotak International India Insight Summit held at The Metropolitan Club in New York. Shah’s remarks underscored India’s paradoxical yet powerful economic trajectory, blending rapid innovation with deep-rooted challenges.
Shah emphasized that while India currently accounts for only 3.5% of global GDP, it contributes nearly 8–10% of incremental global growth. On a purchasing power parity (PPP) basis, India’s share of expansion nears 18%, making it a formidable force in shaping the future of global markets.
🧠 Key Highlights from Nilesh Shah’s Address
| Attribute | Details |
|---|---|
| Speaker | Nilesh Shah, MD, Kotak Mahindra AMC |
| Event | Kotak International India Insight Summit |
| Location | The Metropolitan Club, New York |
| Date | November 8, 2025 |
| Core Message | India is the engine of global growth |
| GDP Contribution | 3.5% of global GDP, 8–10% of incremental growth |
| PPP Expansion Share | Approximately 18% |
Shah’s speech painted a vivid picture of India’s economic paradoxes and strengths, from tech dominance to healthcare leadership.
📊 India’s Economic Performance: 2020–2025
| Indicator | Value (2025) | CAGR (2020–2025) | Global Rank |
|---|---|---|---|
| Equity Market Growth | 13.7% | Highest among EMs | Top 5 |
| Per Capita GDP | $2,940 | Moderate | 136th |
| Share of Global GDP | 3.5% | Rising steadily | 5th |
| PPP-Based Expansion Share | 18% | Accelerated | 3rd |
India’s equity markets have outpaced emerging market peers, reflecting investor confidence and policy stability.
🗣️ Reactions from Industry Leaders and Analysts
| Stakeholder | Commentary Summary |
|---|---|
| Global Investors | “India is a long-term bet with unmatched upside.” |
| Policy Experts | “The growth is real, but reforms must continue.” |
| Tech Entrepreneurs | “India is the world’s innovation sandbox.” |
| Healthcare Analysts | “India leads in generics, but faces infrastructure gaps.” |
The summit highlighted India’s unique blend of contradictions—where shortages coexist with global leadership.
📌 Strategic Drivers of India’s Growth Momentum
| Sector | Contribution to Growth |
|---|---|
| Technology | AI, fintech, and digital infrastructure |
| Manufacturing | PLI schemes and Make in India |
| Services | IT exports, tourism, and financial services |
| Agriculture | Agri-tech and rural digitization |
| Healthcare | Generic drug exports and medical tourism |
India’s multi-sectoral growth is supported by policy reforms, demographic dividends, and digital transformation.
📈 Comparative Snapshot – India vs Emerging Markets
| Country | Equity CAGR (2020–2025) | FDI Inflows (2025 est.) | Innovation Index Rank |
|---|---|---|---|
| India | 13.7% | $85 billion | 40th |
| Brazil | 7.2% | $60 billion | 49th |
| Indonesia | 6.8% | $45 billion | 75th |
| South Africa | 5.9% | $30 billion | 61st |
India’s performance stands out across investment, innovation, and equity benchmarks.
📊 India’s Paradoxical Strengths
| Paradox | Description |
|---|---|
| Low Per Capita GDP | Yet high aggregate growth and consumption |
| High Gold Imports | Yet strong forex reserves and fiscal discipline |
| Healthcare Shortages | Yet global dominance in generic drug manufacturing |
| Environmental Challenges | Yet among lowest per capita emissions in G20 |
| Tech Accessibility | Yet digital divide in rural areas |
Shah described India as a country that “doesn’t disappoint anyone—neither the optimist nor the pessimist”.
📌 Conclusion
India’s emergence as the engine of global growth is not just a projection—it’s a reality backed by data, policy, and ambition. Nilesh Shah’s address at the Kotak Insight Summit captured the essence of a nation that defies simple narratives, thrives on contradictions, and powers progress. As India continues to expand its influence across sectors and borders, it stands poised to lead the global growth train for years to come.
Disclaimer: This article is based on publicly available speeches, verified media coverage, and economic data. It is intended for informational and editorial purposes only and does not constitute investment or policy advice.
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