Nilesh Shah

Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah

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Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah

Nilesh Shah, MD, Kotak AMC, says in a fast-paced, unpredictable environment, focusing on the basics is key. Identify companies resilient to global challenges. Look for reasonable valuations and committed management. India’s IPO pipeline is strong, with entrepreneurs emerging from smaller towns. This mirrors the evolution of the Indian cricket team. Ignore the noise and focus … Read more

The Golden Thumb Rule: 10-second reels won’t build wealth; 10-year investing will, says Nilesh Shah

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The Golden Thumb Rule: 10-second reels won’t build wealth; 10-year investing will, says Nilesh Shah

Welcome to The Golden Thumb Rule – a podcast where timeless investing wisdom meets real-world insights. In this episode, we’re joined by Nilesh Shah, Managing Director of Kotak Mahindra AMC, as he cuts through the noise of short-term market trends and social media hype to share one simple truth: “10-second reels won’t build wealth; 10-year … Read more

Investors must moderate return expectations, stick to asset allocation: Nilesh Shah

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Investors must moderate return expectations, stick to asset allocation: Nilesh Shah

“We remain bullish on consumer discretionary because ek lakh crore ka tax rebate has come into play and that is recurring every. Thereafter, there is EMI burden reduction, thanks to 1% interest rate reduction, and finally somewhere towards 2027 beginning we should see 8th pay commission coming into play putting money in the pockets of … Read more

Volatility ahead, but long-term investors can sleep through it: Nilesh Shah

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Volatility ahead, but long-term investors can sleep through it: Nilesh Shah

“Indian equity markets are going up because compared to other emerging markets, we look far better. Our earnings growth over next three-five years is likely to be in high single digit, low double digit. So, my recommendation is that if you are taking a longer-term view, then yes, there is no need to worry about … Read more

GST 2.0 and infra push could power India’s next growth phase: Nilesh Shah

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GST 2.0 and infra push could power India’s next growth phase: Nilesh Shah

“You have seen the reaction to gold prices, to crude oil prices. All of this we seem to be getting into kind of an environment of moderate inflation, subdued inflation, that has traditionally always been a challenge or a pain for India. So, clearly, honestly from a sentiment point of view and the emerging macro … Read more

Portfolio matters more than individual stocks: Nilesh Shah shares WhatsApp forward on IPL

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Portfolio matters more than individual stocks: Nilesh Shah shares WhatsApp forward on IPL

Sharing a WhatsApp forward listing individual award winners from the recently concluded IPL season—none from RCB—Nilesh Shah of Kotak Mutual Fund highlighted on social media that, just like in investing, the overall portfolio matters more than individual stocks. He posted on the social media platform X that, “WhatsApp forward. Creator: unknown. Message: Profound Orange cap … Read more

‘Shift to UAE for 183 days’: Kotak AMC MD Nilesh Shah calls out capital gains tax loophole

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‘Shift to UAE for 183 days’: Kotak AMC MD Nilesh Shah calls out capital gains tax loophole

India may not levy an “exit tax” like the United States but it’s slowly opening the door to what Nilesh Shah calls “seasonal non-residency,” a growing tax arbitrage that could soon become a flood. Reacting to a Mumbai ITAT ruling that exempted ₹1.35 crore in capital gains for a Singapore-based investor under the India-Singapore tax … Read more

Rs 250 SIP: Kotak Mutual Fund launches Choti SIP to help more investors in wealth creation

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Rs 250 SIP: Kotak Mutual Fund launches Choti SIP to help more investors in wealth creation

Kotak Mahindra Asset Management Company Ltd (KMAMC) has announced the launch of ‘Choti SIP’, a novel initiative to make mutual fund investments more accessible to Indians. This new offering allows individuals to start investing with a minimal monthly contribution of Rs 250, a move intended to broaden the reach of mutual funds in line with … Read more

Banking sector offers buying opportunity amid FPI sell-off: Nilesh Shah

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Banking sector offers buying opportunity amid FPI sell-off: Nilesh Shah

“Gold looks on a better footing. It has delivered great return like equity, but we will have to realise whether we will be able to liquidate gold or not,” says Nilesh Shah, MD, Kotak AMC. Gold and Nifty have given similar returns. I mean, why are we doing so much of analysis every day? So … Read more

Financials and renewables are the next big bets, says Nilesh Shah

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Financials and renewables are the next big bets, says Nilesh Shah

“When we look at their growth and add it up, I believe consumer demand is still growing. Consumption patterns are shifting—some categories are mature, while others are emerging. This growth is fueled by aspirational India, and as investors, we need to identify those emerging categories and opportunities,” says Nilesh Shah, Envision Capital. ET Now: It … Read more