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.

AI is not just enhancing Indian business — it’s reinventing it. From automating operations to transforming balance sheets, Indian companies are leapfrogging into a new era of capital-efficient, AI-native growth. AltG calls this shift Generative Equity — a bold new model for building and scaling businesses in global growth markets.