US Tech, AI & EVs: How to Invest in Global Megatrends from India
We’ve all seen the videos of self-driving cars navigating neon-lit streets, or playing around with AI that can write poetry and code in seconds. We see the Tesla logos on our social media feeds and the NVIDIA chips powering the world’s most advanced computers. Usually, we view these things as the future. But at Motilal Oswal, we view them as Megatrends.
A megatrend isn’t just a passing fad; it’s a massive shift in how humanity lives, works, and moves. And while these technologies are often born in Silicon Valley, the opportunity to profit from them is right here in your hands in India. Let’s talk about how you can stop being just a consumer of these trends and start being an investor.
Open a demat account and invest in Indian and US stocks from one app
The Big Three: Understanding the Megatrends
Artificial Intelligence (AI): The New Electricity
Think of AI today like electricity in the early 1900s. It’s starting to power everything.
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The Pick and Shovel Players: During a gold rush, the people who sold the shovels made more money than the miners. In AI, companies like NVIDIA and TSMC provide the shovels (the chips).
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The Software Giants: Companies like Microsoft (with ChatGPT integration) and Alphabet (Google) are building the brains that businesses will use for the next 50 years.
Electric Vehicles (EVs): Beyond the Battery
The world is moving away from the internal combustion engine. This isn't just about Tesla. It’s about the entire ecosystem:
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The Manufacturers: Tesla, Rivian, and even old companies like Ford that are pivoting.
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The Tech Inside: Modern EVs are essentially computers on wheels. They require advanced sensors, software, and massive battery innovation.
The Cloud & Big Tech:
We often take it for granted, but every app you use sits on a server. Amazon (AWS) and Microsoft (Azure) own the digital real estate of the world. As more of the world goes digital, these landlords of the internet continue to grow.
Why the US is the Testing Ground for Global Tech
You might wonder: Why not just invest in Indian tech? India has incredible IT services, but the US is where the Intellectual Property (IP) is created. The US spends more on Research & Development (R&D) than almost any other nation. When you invest in US Tech, you are investing in the R&D Lab of the World.
The Decade of Domination: Over the last 10 years, the tech-heavy Nasdaq 100 index has significantly outperformed almost every other major index globally. This is because tech companies have scalability. A software update can be sold to a billion people instantly with almost zero extra cost. That is the kind of business model that creates massive wealth.
How You Can Invest (Without a Silicon Valley Bank Account)
You don't need to be a venture capitalist to own a piece of the AI revolution. Here are the three most human-friendly ways to get started:
Method A: The Direct Slice (Fractional Shares)
Through the MO RIISE app, you can buy a small piece of the giants.
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Want to own NVIDIA but don't want to spend tens of thousands of rupees on one share?
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You can buy just ₹1,000 worth. This allows you to build your own Future Portfolio one slice at a time.
Method B: The Basket (ETFs)
If you don't want to guess which AI company will win, buy the whole team.
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The Nasdaq 100 ETF: This gives you the top 100 non-financial companies in the US. It’s heavy on Apple, Microsoft, and Amazon.
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Specialized ETFs: There are specific US-listed ETFs that focus purely on Robotics & AI or Lithium & Battery Tech.
The Indian Mutual Fund Route
Motilal Oswal offers funds like the Nasdaq 100 Fund of Fund. This is the easiest way for most Indians. You invest in Rupees, you don't need a foreign brokerage account, and you get instant exposure to the 100 biggest tech movers in the world.
Investing in Trends vs. Traditional Stocks
Final Thought: Don't Just Use the Future, Own It
The next decade will be defined by how we use AI and how we move around our planet. These aren't just stories for news segments; they are wealth-creation engines. By investing in these global megatrends today, you are ensuring that your portfolio grows at the speed of innovation.
Ready to join the AI and EV revolution? Open your global investment account on the MO RIISE app and let's build your future-ready portfolio together.
Open Demat Account and Begin Your Investment Journey!