Will Volatility, GCC Growth and AI Define the Next Decade?
About the Perspective
Veteran market participant Madhusudan Kela has shared a framework that looks beyond daily fluctuations. His comments focus on structural forces that could influence wealth creation over many years rather than a few sessions.
The emphasis is on domestic participation, global capability centres, technological disruption and the way volatility itself can become an ally for disciplined investors.
Let us decode what these themes really mean for portfolio strategy.
Volatility Is Not the Enemy
🔹 Sharp market swings often scare new participants.
🔹 Experienced investors view them as price discovery events.
🔹 Corrections provide entry into quality franchises.
🔹 Panic creates valuation gaps.
In other words, movement generates opportunity.
Without volatility, long-term compounding becomes harder because bargains rarely appear.
Retail Investors as the Backbone
One of the strongest observations is the role played by retail mutual fund investors in supporting markets during global uncertainty.
🔹 Consistent SIP flows.
🔹 Reduced panic selling.
🔹 Long-term orientation.
🔹 Trust in domestic growth.
This behaviour acted as a stabiliser during volatile phases.
Earlier cycles were dominated by foreign flows. The recent bull phase demonstrated the growing muscle of domestic capital.
The Next Decade of Flows
According to the thesis, financial savings are increasingly moving toward equities. Rising income, digitisation, and awareness can mean far larger domestic participation ahead.
If this continues, India could experience a structural rerating supported by internal liquidity rather than dependence on global risk appetite.
This possibility is one reason many strategists remain constructive despite near-term noise.
GCC Expansion as a Growth Engine
Global Capability Centres have quietly become employment and knowledge powerhouses.
More than twenty-five lakh professionals are already engaged in these ecosystems, driving demand for real estate, services, technology, education and consumption.
They integrate India deeper into global value chains.
Such centres bring high-quality jobs and create multiplier effects across urban economies.
Can GCC Offset AI Disruption
Technological automation may reduce certain roles, yet new digital and analytical functions continue to emerge.
The belief is that GCC growth can cushion employment shocks by creating new categories of work in design, engineering, cybersecurity and data sciences.
Transitions may be uneven, but adaptability has historically been India’s strength.
AI as an Investment Frontier
🔹 Productivity gains.
🔹 Cost efficiencies.
🔹 New revenue streams.
🔹 Platform creation.
🔹 Competitive advantage.
Companies able to harness these will likely command premium valuations.
Historically, every technological wave has produced outsized winners. Identifying them early requires research, patience and risk discipline.
Balancing Optimism With Reality
Even the most powerful themes move through cycles. Valuations can overshoot. Expectations can run ahead of earnings. Temporary drawdowns are natural.
The art of investing is to combine belief in long-term trends with tactical risk management.
That is where structured approaches become crucial.
Instead of predicting daily moves, professionals react when evidence appears in flows, derivatives and price strength.
The Larger Message
India’s growth narrative is broadening from manufacturing and consumption to knowledge, services and digital leadership.
If domestic savings continue shifting toward capital markets, opportunity size could expand meaningfully.
Investor Takeaway: Volatility should be viewed as entry, domestic investors remain a powerful stabiliser, GCC ecosystems are expanding economic depth, and AI offers transformative potential. Translating these themes into tradable strategies requires disciplined execution guided by Derivative Pro & Nifty Expert Gulshan Khera, CFP® at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
Related Queries on Long-Term Themes
🔹 How domestic flows impact markets?
🔹 What are GCC centres?
🔹 Which sectors benefit from AI?
🔹 How to use volatility for entry?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
