Davos 2025: Mahindra's Anish Shah on India's Growth Slump, EV Adoption and Trump

The video discusses the Indian economy's resilience and Mahindra Group's optimistic outlook despite global challenges. It highlights the potential for growth in the rural economy and the strength of Mahindra's auto business. The discussion covers the impact of global events, such as President Trump's policies, on India's economy and Mahindra's operations. The speaker emphasizes the importance of organic recovery without relying on interest rate cuts or fiscal stimulus. The video also explores the adoption of electric vehicles in India, the competitive landscape with potential entrants like Tesla and BYD, and the need for robust charging infrastructure.

What is the current outlook for the Indian economy according to the transcript?

• Neutral with no significant changes

• Optimistic despite some slowdowns

• Pessimistic due to ongoing slowdowns

• Highly uncertain and unpredictable

Which sector is showing significant growth in the Indian economy?

• Service sector

• Manufacturing sector

• Rural economy

• Urban economy

What are some of the factors contributing to the growth of the Indian economy?

• Increased foreign investments

• Government initiatives and digital infrastructure

• Rising inflation rates

• High consumer spending

How does Mahindra Group view the potential impact of President Trump's trade policies?

• As a major threat to their business

• As an opportunity for growth

• As irrelevant to their operations

• As a reason to exit the US market

What is Mahindra's strategy to handle unpredictabilities in global trade?

• Increasing reliance on local markets

• Enhancing agility and planning for unpredictabilities

• Focusing solely on the auto sector

• Reducing exports to the US

What is the expected timeline for significant EV adoption in India according to Mahindra?

• Within the next year

• No significant adoption expected

• In the next 3 to 5 years

• By 2030

How does Mahindra view the entry of global players like Tesla into the Indian EV market?

• As a threat to their market share

• As a welcome competition

• As irrelevant to their operations

• As a reason to change their strategy