AI Trade Webinar - Identifying Investment Opportunities
The $1 Trillion AI Capex Supercycle: Where the Smart Money Is Positioning & AI's Impact on the India Story
Where the Smart Money Is Positioning in the AI Trade
AI is driving a $1 trillion infrastructure build-out that is reshaping global markets. In this session, we broke down where the money is flowing, who stands to benefit, and how investors can position their portfolios intelligently — including what the AI trade means for the India story.
Watch the recording below.
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About the Webinar
AI Is More Than a Technology Trend
Artificial Intelligence is no longer just a software story — it is driving one of the largest infrastructure build-outs in decades. With over $1 trillion expected to be invested in data centres, advanced chips, power grids, cooling systems, and networking equipment, this is a capital cycle that extends far beyond a handful of well-known tech stocks.
Understanding where this money is flowing — and why — is critical for investors who want to participate intelligently.
The Real Opportunity Lies Across the Value Chain
While most discussions focus on AI models and chatbots, much of the economic value is being created deeper in the ecosystem — across semiconductors, memory, networking, electricity, raw materials, and country-level supply chains.
In this webinar, we map the full AI value chain to help investors identify the primary beneficiaries of this once-in-a-generation capex cycle — including segments that are often overlooked but structurally important.
Positioning Your Portfolio for the AI Mega-Cycle
AI investing is not as simple as “buying AI stocks.” Leadership is shifting, capital intensity is high, and monetisation remains uneven across industries. A thoughtful, research-driven approach is essential.
Join us for this session to gain clarity on how to participate in the AI trade — with a structured framework that moves beyond headlines and helps you build disciplined, portfolio-ready exposure.
Impact of AI on the India Story
While still early days, global invesors are starting to question does India become an anti AI-trade. The broad contours of this growing risk concern, is that if AI continues to evolve substnatially and see rapid adoption - there can be a risk to employment & income to services job (India is one of the most exposed market globally to the services sector). With the potential for a negative impact (risk of job losses, impacting income & consumption), combined with a lack of pure-play direct AI trades, India no longer holds the top position in global investor minds. How should Indian investors react in terms of the India vs Global allocations?
About the Speaker
Founder & CEO - IME Capital
Ashi Anand is the Founder & CEO of IME Capital. He comes with over 25 years of fund management experience, at some of India's top AMCs including ICICI Pru & Kotak. Over this period, Ashi has been able to consistently outperform the markets, over a wide range of different investment strategies & market conditions.
Some of Ashi's key achievements include:
- ICICI Pru PMS Deep Value (#3 out of 127 funds)
- Allegro Healthcare (strong outperformance when most PMS firms struggled to perform)
- Valcreate IME Digital Disruption (#4 out of 379 PMS schemes)
- Responsible for the launch of India's first Arbitrage Fund (2003) & Capital Guaranteed Fund - CPPI (2004)
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