Investment Research In Practise.

The Economic Survey correctly frames AI as infrastructure, but it misses the true regime change. AI isn’t just a productivity tool; it’s a tool for collapsing uncertainty. India’s growth has long been throttled by volatility and high capital costs. By shifting from manual information processing to systematic decision processing, AI stabilizes cash flows and makes Indian MSMEs legible to global lenders. This is the most powerful growth unlock since liberalization.

Davos views AI through the lens of efficiency, but in India, the challenge isn't optimization—it’s variance. With 65 million MSMEs, the hurdle to credit isn't a lack of profit, but unstable cash flows. AI’s true role here is resolution over automation. By collapsing variance and making small businesses "legible" to lenders, AI unlocks capital at scale. The result isn't a tech boom, but a fundamental repricing of the Indian economy.

India’s power challenge is no longer about adding generation capacity. It is about managing volatility. Like pharma once redesigned its supply chain to distribute risk, the power grid must shift from asset-heavy planning to system-level orchestration.

Capital account reform is the real opportunity hiding behind the USD/INR move — not to defend the currency, but to turn it into a structural advantage for India’s next decade.

Distressed Investing In India: The Rise of a New Investment Class

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