“Bullish on Indian companies leveraging AI, asserting that India has a strong AI story, evidenced by the outperformance of his proprietary India AI index (mid-to-large cap stocks leveraging AI) against global tech giants over 1-3 years. He predicts a decisive divide within 3-5 years, where companies aggressively adopting AI will gain significant competitive advantages, improve financials, and outperform rivals, urging investors to identify these firms.”