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NILESH SHAH ANALYSIS
MF Tracker: Tata Large Cap Fund turns Rs 10,000 SIP to over Rs 5 crore in 28 years. Can it still create wealth going ahead?Tata Large Cap Fund has turned a Rs 10,000 monthly SIP into over Rs 5 crore in 28 years. The fund also delivered substantial returns on lum...
Beware of social media fraudsters masquerading as me: Nilesh Shah of Kotak Mutual FundKotak AMC MD Nilesh Shah warned investors against fraudsters impersonating him on social media, sharing fake stock tips. He clarified he ne...
Trump tariff: Is US headed towards another Great Depression? Expert cites two monumental mistakes of 1828 and 1930President Trump's new tariffs, announced on April 2, 2025, aim to reduce the U.S.'s trade deficit but have sparked concerns of a potential ...
Banking sector offers buying opportunity amid FPI sell-off: Nilesh ShahNilesh Shah, MD of Kotak AMC, highlights the performance of gold and the Nifty, noting gold's potential for great returns. He discusses mar...
Party in small & midcaps over? Finally, fundamentals are catching up with valuation, says Nilesh ShahNilesh Shah of Kotak AMC predicts that the dollar's strong position won't last indefinitely and emerging markets, particularly India, will ...
Trinity of impossible? Budget 2024 achieves fiscal prudence, investment & consumption boost: Nilesh ShahFor investors, fundamentals have improved with fiscal consolidation, with investment focus continuing and hopefully better employment gener...
Stage set for Modi 3.0; which sectors are likely to see growth?With BJP bagging 240 seats and NDA 291, a much less than expected results in the polls, investors will be looking forward to reviewing thei...
India VIX cools off 30% to sub-20 levels as market gets back lost groundIndia VIX fell below 20 on Wednesday amidst election outcome favoring NDA with a comfortable majority. Modi 2.0 government held its last ca...
How to read RBI Governor's policy moves? Top D-Street mavens decodeWith headline inflation under check, comfortable projections around fiscal and current account deficit, strong FDI, bumper harvest, comfort...
Year-end Special: Money-making Ideas! 7 investment themes for stock investors in 2023Hardly any analyst ETMarkets spoke to sees Nifty slipping below the 18,000 mark in the next one year. The most optimistic of bulls are expe...
Budget sets foundation for a transparent and inclusive growth: Nilesh ShahAll this spending to boost the growth rates, while being inclusive, has not deviated the FM from the path of fiscal prudence.
Tweet Buster: Damodaran on what’s driving markets; and insights from Nilesh Shah, Shankar Sharma & othersNilesh Shah, MD of Kotak AMC, shared a graph showing how polarisation is showing not only in Indian market, but also on Wall Street.
Oil options sellers in the US said to hold key to prices in IndiaThis could impact India’s current account deficit, the rupee, and its equity and bond markets.
Dalal Street no more at FIIs’ mercy: DIIs countered every outflow strongly after demonetisationNovember was the best month in many years as far as retail investor flows are concerned with a little over Rs 9,000 crore flowing into equi...
India continues to provide good investment opportunities: Nilesh ShahCurrently, the global environment is favourable for investing in India and the domestic macroeconomic environment is favourable to invest i...
India is entering a new bull market on hopes of new Govt: Nilesh Shah, Axis CapitalWe have seen the equity markets running a little bit ahead of the exit polls and thereafter exit polls, even yields have softened.
Interest rates may remain stable for next six months: Nilesh Shah, Axis CapitalMarket has priced in the election outcome, but not the long-term growth potential or the improvement in the macro which could come over the...
- Market's future will depend on correction in oil prices: Nilesh Shah, Axis Direct
We are at a stage where markets are fairly valued. It has lot of negatives but that is all priced in.
- Midcap IT cos are at attractive valuations: Envision Capital
Quality mid-tier IT companies which are available at very attractive valuations and have got a reasonable size, there is clearly a big trad...
- Equitas securitisation deal with ICICI Prudential MF
ICICI Prudential Mutual fund has invested Rs 48.12 crore in Chennai-based Equitas Micro Finance through a securitisation deal with the MFI.