Despite fears around India's lack of 'AI trade', Investcorp's Chief Executive Rishi Kapoor dismissed concerns that the Indian market is at risk of losing out in the global artificial intelligence race. Instead, he has pegged the technological shift as a 'massive opportunity' for India to become a global conduit for business.
As part of NDTV Profit's Davos 2026 coverage, Kapoor spoke to the network on the sidelines of the event, offering his thoughts on AI and the sectors that may drive India's growth in the near future.
Talking about the notion that India is an anti-AI trade or under threat from rapidly evolving AI infrastructure, Kapoo argued that while the large language models are the "domain of the very few, the hyperscalers", India's true strength lies in the practical application of the technology.
"The implementation of agentic AI at the business level, the B2B and the B2B2C level, is where India ought to have a competitive advantage in terms of being the conduit of implementing and rolling that out globally, not just in the region," Kapoor said. "So we see that as a pretty strong fillip, tailwind, in that space."
Kapoor's bullish stance on India extends beyond technology into the physical economy. Kapoor identified logistics as a key sector for India going forward.
"Logistics is another area that we really like, both in terms of serving the market domestically, but also as the supply chains globally reshape themselves, India has a role to play in it," he noted.
Investcorp also remains focused on the country's financial landscape. Kapoor confirmed that the firm is preparing to deepen its footprint in the sector, stating, "One of the investments we are looking to make in short order is actually in financial services as well."
When asked what he would say to U.S. President Donald Trump regarding the global economic outlook, Kapoor offered a message of expansion.
"Mr President, a lot of what you're doing actually is helping the US economy," Kapoor said. "You have an opportunity to make that net wider, you know, you're in the best position to be able to do so. So go ahead."
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