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Outbyte PC Repair FREEClear out junk files and repair common Windows errorsFree Scan →Outbyte Driver Updater FREEScan for outdated or missing drivers - takes under a minuteDriver Scan →There is no single, verified measure of an “AI advantage” for India in the interviews behind this headline. Instead, two Mirae Asset leaders describe different sides of the investment debate: Young Kim said in March 2025 that India remained a long-term growth opportunity even as investors focused on AI and technology stocks in the United States and China; in 2026, Swarup Mohanty discussed global capital favoring AI-linked businesses and the perception that India is less exposed to them.
Which Mirae Asset leader is speaking?
The title can point to two different interview strands, and the speakers hold different roles at separate Mirae Asset businesses. They should not be treated as the same person or as one interview.
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| Speaker | Role stated in the interview | What the interview addresses |
|---|---|---|
| Young Kim | President and Chief Global Officer of Mirae Asset Global Investments | India’s long-term investment case alongside investors’ attention to AI and technology stocks in the United States and China, in a March 2025 interview. |
| Swarup Mohanty | Vice Chairman and CEO of Mirae Asset Investment Managers (India) / Mirae Asset Mutual Fund | Global flows toward AI-linked businesses and the perception that India is underexposed to AI, in interviews published in 2026. |
These titles are those reported at the time of the interviews; executive roles may change. Business Standard’s March 2025 interview with Kim and the 2026 interviews with Mohanty in Moneycontrol and Financial Express provide the respective contexts.
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Kim’s argument was not that India had already captured the AI investment boom. He said India remained a long-term opportunity while investors’ near-term attention favored AI and technology stocks in the United States and China. His well-known formulation—“If you want exposure to a high-growth emerging market with a decade-long runway, India it is”—is an investment opinion, not a forecast of returns or a guarantee that Indian assets will outperform.
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That distinction matters to a personal investor. A long-term growth thesis does not tell you whether a particular fund or stock is fairly priced, how volatile it may be, or whether it fits your time horizon. Kim’s comments describe the case he sees for India; they do not establish an independently measured advantage over other markets.
Mohanty’s view: global AI flows and a perceived exposure gap
In 2026 interviews, Mohanty described capital moving toward AI-linked businesses globally and discussed the perception that India is underexposed to AI. That is an account of investor sentiment and allocation—not proof that India lacks AI businesses, cannot benefit from AI, or will necessarily attract more investment. The distinction is useful: a perceived gap can influence where investors direct money even when it does not settle the underlying question of a country’s long-run potential.
The interviews also include commentary on AI’s role in investment management. One cited statement says AI is empowering fund managers with data and analysis rather than replacing them. That is a description of the speaker’s view of the technology’s role, not evidence that AI tools improve every investment decision or that they remove investment risk.
What the interviews do—and do not—establish
- They establish what the executives said about India’s growth prospects and investor interest in AI-related businesses.
- They do not establish a quantified Indian “AI advantage,” a comparative performance forecast, or a reliable estimate of future capital flows.
- They do not show that India’s perceived exposure gap is permanent, or that AI-themed investments are automatically better than diversified investments.
Business Standard also reported a named Mirae Asset AI-related fund example in a 2024 interview: the Mirae Asset Global X Artificial Intelligence and Technology ETF Fund of Funds. The mention shows that the firm had an AI-focused product example at that time; it does not establish that the fund is currently available, what it costs, what it holds now, how it has performed, or whether it is suitable for a particular investor. For a current decision, check the fund’s official, up-to-date documents for its objective, benchmark, expenses, holdings, geographic exposure, risks, and availability rather than inferring those details from an interview.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.How an individual investor can use this perspective
Treat the executives’ comments as context for understanding market narratives, not as a personal recommendation. Before acting on an AI or India theme, consider:
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- Your objective and time horizon: a concentrated thematic investment can behave differently from a broad, diversified portfolio.
- Concentration and exposure: check what a fund actually owns and where its underlying companies earn revenue; a theme label alone does not describe portfolio risk.
- Costs and structure: review ongoing expenses, the benchmark, and any additional layers of fund exposure before investing.
- Downside tolerance: AI enthusiasm and expectations about India’s growth can change, and market prices may fall even when a long-term business story remains intact.
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