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SHAH OF ENVISION CAPITAL
IT still a question mark; 6 sectors where Envision Capital's Nilesh Shah is actually putting moneyNilesh Shah, MD and CEO of Envision Capital, is buying through market volatility but steering clear of IT, questioning the validity of curr...
Budget should prioritise manufacturing incentives to boost jobs and income: Nilesh ShahIndia's economic growth is shifting focus from consumption to manufacturing and investment. Structural reforms have boosted consumption sel...
Mid & small-cap IT firms lead AI innovation, largecap IT growth remains a concern: Nilesh ShahNilesh Shah, MD & CEO of Envision Capital, speaks about the promising potential of digital platform companies despite recent corrections, w...
Small & midcaps still hold value; investors should stay constructive: Nilesh ShahNilesh Shah, MD & CEO of Envision Capital, predicts India's market to remain a long-term winner despite short-term corrections. He emphasiz...
Midcap IT offers greater growth potential amid market saturation of largecap stocks: Nilesh ShahStructurally, I think that is going to be a weakish place and on top of that they enjoy so high valuations. I mean, they trade at 40, 50, 6...
Six ways to play the manufacturing theme? Nilesh Shah of Envision Capital explainsNilesh Shah discusses opportunities in the manufacturing sector, consumption themes, specific stock recommendations, and the potential for ...
Second wave of Covid unlikely to be that disruptive: Nilesh Shah, Envision CapitalNilesh Shah of Envision Capital said Europe is probably seeing the initial part of a second wave, but he doubted if massive nationwide lock...
Nifty could break 10,000 if govt provides fiscal sops to equity investors: Nilesh Shah‘Next two quarters to be very challenging for the banking sector’
Keep your shopping list ready, market may drift lower in next few sessions: Nilesh Shah, Envision CapitalOne should avoid banks despite correction while IT could see outperformance, says Shah
Buying stocks? Better tick the 3 boxes in Nilesh Shah’s checklistA strong H1 is expected. A bottom is in place for Nifty, but not a top, says Nilesh Shah of Envision Cap
Expect earnings recovery to start from H2 of this financial year: Nilesh Shah, Envision Capital'Clearly, market participants believe that Q1 FY16 is going to be the breakout quarter. That is when the recovery will start.'
FIIs still waiting on sidelines to invest in markets: Nilesh Shah, Envision CapitalI would not be surprised if the automobile companies continue to register some really good numbers down the line.
Markets will not correct beyond 5-10%: Nilesh Shah of Envision CapitalThere is a very large segment of investors who are still willing to take a look at make disproportionate allocations to Indian equities as ...
Opportunities there in midcap space: Nilesh Shah, Envision CapitalFor investors having a slightly more long term perspective, opportunities are still continuing to be there in the midcap space.
- Mahindra & Mahindra is more of a relative outperformer: Nilesh Shah, Envision Capital
There is some amount of outperformance which can come in M&M given the monsoons have not been as bad as what it was perceived to be two or ...
- Nifty could break out of 5,200 range on the higher side in 2-3 months: Nilesh Shah, Envision Capital
Post the correction in commodity prices and monsoon fears, I think we will see double-digit earnings growth, Nilesh Shah of Envision Capita...
- Market looking forward to policy initiatives: Nilesh Shah, Envision Capital
Opportunities are present in themes like consumption, agri input, undervalued private sector banks and auto components, Shah said.
Budget 2012 is a realistic budget: Nilesh Shah, Envision CapitalUnion budget 2012-13 has put an end to a lot of speculation as to what that number of fiscal deficit could be.
Markets may slip further in next 3-6 months: Nilesh Shah, Envision Capital"From a 3-6 month horizon the markets will try and find support at even lower levels compared to today" says Nilesh Shah, Envision Capital.
- Uptrend seems pretty much sustainable: Nilesh Shah, Envision Capital
Nilesh Shah of Envision Capital says that all the low hanging fruits have been plucked, and investors should be more stock-specific now.