Disney India

AltG Investment Research Lab
Investment Research In Practise

A conceptual editorial illustration titled "AI: Unlocking India’s Capital Flow." The image features a split-perspective landscape representing the Indian economy. The bottom half shows traditional economic activity—logistics trucks on a highway and small MSME storefronts—bathed in a warm sunset. Floating above this landscape are glowing digital interfaces displaying the Rupee symbol and data charts. A vast, intricate neural network of golden light nodes spans the sky, symbolizing AI as infrastructure. A central, glowing highway of light leads toward a futuristic city skyline, representing the transition from economic volatility to stability and the shift from "information" to "decision processing."

India’s Economic Survey Is Right on AI — and Still Gets It Wrong

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.

AltG Investment Research Lab

2 days ago

Is Disney India (With Or Without Blackstone) A $10 Billion Opportunity Or Not Quite?

By AltG Innovation Centre

Oct 11, 2023

AltG Investment Research Lab Investment Research In Practise

India’s Economic Survey Is Right on AI — and Still Gets It Wrong

Is Disney India (With Or Without Blackstone) A $10 Billion Opportunity Or Not Quite?

AltG Investment Research Lab
Investment Research In Practise