Beyond tech: Kotak MF’s Shibani Kurian on India’s next innovation-led winners
For years, if you said 'innovation' in India, most people pictured a tech startup disrupting something with an algorithm. But frankly, that narrative was getting as stale as last week's biryani. Thankfully, Shibani Kurian of Kotak MF is here to remind us that true ingenuity isn't confined to coding bootcamps; it's thriving in sectors you might have overlooked while scrolling through your feed.
Indeed, as Kurian, Head of Equity Research and Senior Fund Manager at Kotak Mahindra Mutual Fund, wisely points out, the real action is now extending well beyond the typical tech landscape. She highlights sectors like healthcare, auto components, and industrials as fertile ground for innovation-led growth, driven by indigenous R&D, advanced manufacturing, and evolving consumer demands that are reshaping India’s economic fabric.
