India’s Next Big Leap: Manufacturing, AI, and the Future of Investing

Did you know India could become the world’s third largest economy by 2030? But here’s the bigger question: are we truly ready for that next leap? In the latest episode of FIRSTALK, Vikas Sharma, Head of Wealth Management & Private Banking at IDFC FIRST Bank, sits down with Vishal Kapoor, CEO of Bandhan AMC, for a wide-ranging conversation on India’s growth story and where the country really stands in a rapidly changing world. From manufacturing and AI to demographics, investing, and financialization, this episode explores the opportunities and risks that could define India’s next decade. Key themes covered in the episode: • Is India truly ready to become a global economic powerhouse? • Why manufacturing could become India’s next big growth engine • The role of electronics, defence, EVs, and energy transition • India’s demographic advantage and the risks around AI disruption • Why India is part of every global conversation today • The rise of financialization and investing culture in India • How Indian investors should think about global diversification • Why investor behaviour matters more than market noise • The future of SIP investing and retail participation in India A practical and thought-provoking conversation for anyone trying to understand where India is headed next. #FIRSTALK #IndiaGrowth #Manufacturing #Investing #AI #GlobalMarkets