Interview: America, along with China, India is also important for us – Interview America with America China is also important for us –

Young Kim, president and chief global officer of Mirai Asset Global Investments, says that the company is trying to increase its presence in the country by presenting more India-centered funds in the US, Australia and Europe. In an interview with Abhishek Kumar, Kim said that even though investors have increased interest in AI and tech shares in the US and China, India remains an attractive long -term opportunity for global investors. The main part of the conversation:

What are your plans for the next round of growth in India?
We are sure that India’s success story will be stronger and we would like to be a part of it. For example, the group’s Mirai Asset Capital Markets bought Sharekhan last year. We also have a presence in NBFC and alternative investment sector. Efforts are on to create synergy between these businesses. ETF is the second focus region. We see ETF not only in India but also globally as a game-changer.

How do you see the Indian market? Is it intended to take advantage of your presence here by presenting more India-centric schemes for your international customers?
India’s situation is very good globally. After the rise in the last few years, there has been a little weakness in the market recently. While Artificial Intelligence (AI) and technology shares are being focused in the US and China globally, India is a good opportunity for long -term investors. Fundamentals are strong. Companies are bringing their production here. This is a big thing. We are taking advantage of this by launching India-centered schemes for international markets-America, Australia, Europe. We believe that if you want to invest in a high -growing emerging market with a long decade, India is the best option.

What is the status of the Indian market in your global portfolio? Is it one of your top three markets in terms of business?
India tops us with America and China. It is a major economy, which is estimated to be the third largest economy by 2030 and its size is unmatched in emerging markets. Instead of spreading itself in small markets, it is appropriate to focus on India as it provides a lot.

Are you enhancing attention to special investment themes like AI or Technology in your global funds?
AI is a very big opportunity. It is bringing change in everything. We are not only investing in it, using it ourselves. AI has made it easy to analyze data in large numbers. Globally, we have invested in AI-operated companies. Such as a robot-corresponding firm called Stockspot in Australia. There is also a plan to introduce AI-provided ETFs in the US. It is not just about America or China, India is also a part of it.

How do you assess risks for global equity with uncertainties like potential American tariffs and does it affect your strategy?
The conversation about the tariff causes a lot of uncertainty which is not a good thing for equity markets. This entire uncertainty has shook the markets as equity needs stability to grow. But all this is not bad because it can provide shopping opportunity for intelligent investors. We are closely monitoring. But our strategy is related to long -term.

First Published – March 13, 2025 | 10:08 pm IST

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