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

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

Nilesh Shah on India’s next big growth plays and why market corrections are just short-lived blips

Nilesh Shah on India’s next big growth plays and  why market corrections are just short-lived blips

“I mean individual positions yes, but otherwise I still think it is well contained and every quarter, every four-five months we see a situation where markets do correct or there is a correction of 5% to 10% which is relatively short lived and it bounces back,” says Nilesh Shah, Envision Capital. Josh and hosh right? … Read more

Need to create balance between tech and human touch in mutual fund space: Nilesh Shah

Need to create balance between tech and human touch in mutual fund space: Nilesh Shah

There is a need to create a balance which caters to both tech-savvy investors and those who prefer physical interaction in the mutual fund space, Kotak Mahindra Asset Management Company Managing Director Nilesh Shah said on Thursday. He also advised the industry to avoid creating a digital environment that could lead to digital exclusion or … Read more

From Gen Z to senior citizens, Nilesh Shah’s guide for creating the right portfolio

From Gen Z  to senior citizens, Nilesh Shah’s guide for creating the right portfolio

Nilesh Shah, MD, Kotak AMC, says: “You need to balance your greed and fear. A Gen Z, a millennial, a senior citizen, all will be driven by emotions. When everything is looking bad, do not get tempted by the fear. When everything is too good to be true, do not get lured by greed. Maintain … Read more

Nilesh Shah on 2 factors that will aid India’s growth story for next decade

Nilesh Shah on 2 factors that will aid India’s growth story for next decade

“In 17 years, Maharashtra has reached where yesterday India was. Over the next 17-20 years, will Maharashtra reach where today’s India is? Undoubtedly yes. Our states will become as big as today’s India,” says Nilesh Shah, MD, Kotak AMC. 2009, Nifty at some 4300 levels. Today, we closed at a high above 18,800. Spectacular journey … Read more

Nilesh Shah on why you should never predict the market

Nilesh Shah on why you should never predict the market

Nilesh Shah of Kotak AMC believes predicting where the market would be in, say, 5 or 10 years is pointless because more often than not, you would be wrong. Speaking at the Times Network India Economic Conclave, Shah said there is much more to stock markets than just predicting the levels. “Ek cheej humne seekhi … Read more

Why D-Street mavens are confident of Sensex hitting ‘magical’ 1,00,000 mark

Why D-Street mavens are confident of Sensex hitting ‘magical’ 1,00,000 mark

BSE Sensex is likely to hit the 100,000 mark over the next 4-5 years, riding on the robust economic growth of the country, top voices on Dalal Street, including Chris Wood, Mark Mobius, Shankar Sharma and Sandip Sabharwal opined. Jefferies’ Global Head of Equity Strategy Chris Wood last week said the 100,000 mark seemed reasonable … Read more

Real estate sector poised for much better times: Nilesh Shah

Real estate sector poised for much better times: Nilesh Shah

” Real estate essentially is a sector which is really poised for much better times. We think with softening in commodity prices and inflation lowering, interest rates probably have either peaked out or are likely to kind of trend lower which I think is going to be a stimulus or a catalyst for the real … Read more

Revival of consumer demand will be the big takeaway of this Budget: Nilesh Shah

Revival of consumer demand will be the big takeaway of this Budget: Nilesh Shah

“This is not about setting up physical infrastructure. It is about setting up intellectual infrastructure for the future. This is making India a much more stronger and a modern economy. And this I think is the big takeaway of this budget,” says Nilesh Shah, MD & CEO, Envision CapitalFinally, breathing a sigh of relief.This is … Read more