{"id":16976,"date":"2025-11-07T11:40:22","date_gmt":"2025-11-07T06:10:22","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=16976"},"modified":"2025-11-07T11:41:18","modified_gmt":"2025-11-07T06:11:18","slug":"ai-bubble-two-years-india-gdp-above-7-percent-mishra","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/ai-bubble-two-years-india-gdp-above-7-percent-mishra\/","title":{"rendered":"India\u2019s Macro Outlook Remains Strong, Says Neelkanth Mishra"},"content":{"rendered":"<p data-start=\"429\" data-end=\"624\">India\u2019s economy continues to show strong momentum and structural resilience, according to Neelkanth Mishra, Chief Economist at Axis Bank and Head of Global Research at Axis Capital.<\/p>\n<p data-start=\"626\" data-end=\"951\">Speaking at CNBC-TV18\u2019s Global Leadership Summit 2025, Mishra said the country is witnessing a major shift in investment behaviour as more domestic investors participate in financial markets. He described this trend as a new phase in the economy\u2019s evolution, driven by steady growth and strong macro indicators.<\/p>\n<h2 data-start=\"958\" data-end=\"1000\">GDP Growth Expected Above 7% by FY26<\/h2>\n<p data-start=\"1002\" data-end=\"1157\">Mishra projected that India\u2019s real GDP growth will exceed 7% by March 2026, while nominal GDP could return to 12% levels within 12\u201315 months.<\/p>\n<p data-start=\"1159\" data-end=\"1311\">He added that tariff changes may temporarily affect market sentiment but would not alter India\u2019s core macro fundamentals, which remain robust.<\/p>\n<p><em><strong>Also Read<\/strong>: <a href=\"https:\/\/www.niftytrader.in\/content\/tesla-approves-1-trillion-pay-package-elon-musk\/\">Tesla Shareholders Approve $1 Trillion Pay Package for Elon Musk<\/a><\/em><\/p>\n<h2 data-start=\"1318\" data-end=\"1361\">Market Movements and Investment Flows<\/h2>\n<p data-start=\"1363\" data-end=\"1642\">On equity trends, Mishra observed that hedge funds have been selling Indian equities to reallocate funds toward other global markets. However, he clarified that this movement does not signal any weakness in India\u2019s domestic fundamentals or long-term growth outlook.<\/p>\n<h2 data-start=\"1649\" data-end=\"1690\">AI Bubble Could Last Two More Years<\/h2>\n<p data-start=\"1692\" data-end=\"1883\">Commenting on global technology trends, Mishra said the world may experience two more years of bubble formation in artificial intelligence (AI) before valuations begin to stabilise.<\/p>\n<p data-start=\"1885\" data-end=\"2047\">He noted that the current AI-driven investor frenzy reflects a broader transformation in how economies and markets are adapting to technological disruption.<\/p>\n<h3 data-start=\"2054\" data-end=\"2074\">Key Highlights<\/h3>\n<ul data-start=\"2076\" data-end=\"2400\">\n<li data-start=\"2076\" data-end=\"2135\">\n<p data-start=\"2078\" data-end=\"2135\">India GDP Growth: Expected to exceed 7% by FY26<\/p>\n<\/li>\n<li data-start=\"2136\" data-end=\"2201\">\n<p data-start=\"2138\" data-end=\"2201\">Nominal GDP: May return to 12% levels in 12\u201315 months<\/p>\n<\/li>\n<li data-start=\"2202\" data-end=\"2273\">\n<p data-start=\"2204\" data-end=\"2273\">AI Bubble: Likely to last two more years before stabilising<\/p>\n<\/li>\n<li data-start=\"2274\" data-end=\"2333\">\n<p data-start=\"2276\" data-end=\"2333\">Tariff Changes: Won\u2019t affect macro fundamentals<\/p>\n<\/li>\n<li data-start=\"2334\" data-end=\"2400\">\n<p data-start=\"2336\" data-end=\"2400\">Market Outlook: Hedge fund selling doesn\u2019t signal weakness<\/p>\n<p><em><strong>Click here to explore<br \/>\n<\/strong><\/em><a href=\"https:\/\/www.niftytrader.in\/gift-nifty-live\">Gift Nifty<\/a><br \/>\n<a href=\"https:\/\/www.niftytrader.in\/fii-dii-data\">FII DII Data<\/a><br \/>\n<a href=\"https:\/\/www.niftytrader.in\/ipo\">IPO<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>India\u2019s economy continues to show strong momentum and structural resilience, according to Neelkanth Mishra, Chief Economist at Axis Bank and Head of Global Research at Axis Capital. Speaking at CNBC-TV18\u2019s Global Leadership Summit 2025, Mishra said the country is witnessing a major shift in investment behaviour as more domestic investors participate in financial markets. He [&hellip;]<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1370],"tags":[],"ppma_author":[1384],"class_list":{"0":"post-16976","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-finance-economy-blog"}," _eael_post_view_count":0,"authors":[{"term_id":1384,"user_id":7,"is_guest":0,"slug":"jitesh-kanwariya","display_name":"Jitesh Kanwariya","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/16976","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=16976"}],"version-history":[{"count":2,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/16976\/revisions"}],"predecessor-version":[{"id":16979,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/16976\/revisions\/16979"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/16977"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=16976"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=16976"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=16976"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=16976"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}