India 2047: $40 Trillion Dream, AI Shock & Beating China | Maneesh Dangi’s 25-Year Forecast

In this power-packed episode of The India Opportunity Show, Shrishti Sahu sits down with Maneesh Dangi. One of India’s most respected macro thinkers, probabilists, and founder of Mosaic Asset Management. With 24+ years of investing experience and a career that includes serving as Co-CIO at Aditya Birla Sun Life MF, Dangi brings a rare top-down lens to cycles, geopolitics, demographics, AI, and India’s long-term economic trajectory.

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⏱️ TIMESTAMPS
00:00 – 02:10 | Teaser & Intro
02:10 – 03:02 | Groww
03:02 – 12:00 AI Boom & US–China Power Shift
12:00 – 18:00 | Global Macro Shifts: Tariffs, China & Supply Chains
18:00 – 24:00 | India 2047: Demography, Jobs & Urbanization
24:00 – 30:00 | AI vs Human Jobs: Healthcare, Education, IT
30:00 – 36:00 | Banks vs Fintech: Who Wins?
36:00 – 42:00 | Family Offices & Private Market Allocation
42:00 – 48:00 | New-Age Companies, US Tech & Market Cycles
48:00 – 54:00 | Gold: The Fear Trade Explained
54:00 – 1:00:00 | Bonds, Credit & 2025 Macro Playbook
1:00:00 – 1:06:00 | Investor Psychology & Discipline
1:06:00 – 1:12:00 | India’s Wealth Boom & Inequality Trends
1:12:00 – 1:18:00 | Buffett vs Soros: Two Investing Mindsets
1:18:00 – 1:24:00 | Lessons from Market Cycles
1:24:00 – 1:30:00 | Life Lessons & Closing Thoughts
1:28:00 – 1:36:00 | Frameworks: Soros vs Buffett
1:36:00 – 1:43:57 | Personal Lessons, Parenting Wisdom & Final Thoughts


From the Trump tariff shock to the AI cognition boom, from banks being disrupted by fintechs to why India’s NIFTY doesn’t represent future growth, this conversation goes beyond traditional market commentary and challenges everything you thought you knew about India’s next two decades.
If you're a HNI, CIO, startup founder, or macro-curious investor, this is a must-watch.


🔥 What You’ll Learn
Why the world is entering a multi-decade era of fragmentation & weaponised trade
Why India’s demographic trajectory mirrors China’s
Why FMCG consumption is overrated and “Parle-G economy” is ending
AI’s first-order impact on banks, IT, education, healthcare & services
Why fintechs may swallow banks and startups will disrupt incumbents
Why India will generate millions of affluent households and luxury demand
The right way to think about cycles, allocation, stop-losses and position sizing
Why Buffett-style investing is not timeless
How to build resilience and survive bad years in markets


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🎧 Connect with Maneesh Dangi
linkedin.com/in/maneeshdangi