ETMarkets Smart Talk: Budget 2024 unlikely to be hugely populist; Nilesh Shah’s 3-point wishlist for Finance Minister“Essentially, this is a dream run for India. I have never seen markets so optimistic about the future. It is like our T20 campaign, where t...
22 Jul, 2024, 11.35 AM IST
Digitise as many new asset classes as possible to boost capital formationDigitization, according to me, will play a pivotal role in capital formation. We have already seen the impact of it in our capital markets.
18 Mar, 2024, 10.42 AM IST
Havells, Polycab and Orient Electric - What works for themV-Guard and Finolex Cables are trading at a discount with regard to historical median PE. Havells, Orient Electric, Crompton Greaves are tr...
06 Mar, 2022, 02.15 PM IST
There will be a slowdown in this quarter's activity: Raghuram Rajan“We do not have unlimited budgets but that means we have to spend much more carefully but we should spend in a more targeted way and it is ...
17 Jan, 2022, 10.54 AM IST
Good IPOs bring capital; Maruti Suzuki IPO ended the 2003 bear market: Nilesh Shah“When you are buying quality at any price, then you are compromising your future return. You are assuming that these valuations will contin...
20 Oct, 2021, 11.30 AM IST
Buy industrial stocks and forget about it for next 3 years: Nilesh Shah"Be a regular investor, be a long-term investor and be a disciplined asset allocator. This is good enough for you to become rich," Nilesh S...
25 Jun, 2021, 10.03 AM IST
Legalise gambling, extend gold amnesty scheme to raise revenue: Nilesh ShahThe savings of $2 trillion which remains frozen in the tijoris can be part of the formal economy, can be part of the white economy. This ca...
01 Feb, 2021, 10.59 AM IST
Which sectors to buy into & which ones to avoid? Nilesh Shah, Navneet Munot & Anand Radhakrishnan answerMid, small and penny caps are moving up, suggesting a gradual building up of retail trading mentality than investment mentality,
18 Sep, 2020, 11.16 AM IST
It's going to be a make or break budget; market expects FM to be innovative: Nilesh Shah, Kotak AMCThis will be a make or break budget because the market is expecting a good budget. It's expecting Jaitley to be like Harry Potter, says the...
28 Jan, 2017, 07.33 PM IST
Two strategies that investors need to follow to make money in 2017: Nilesh Shah, Kotak AMCDo not chase the momentum try to play contra, invest in a falling market, pick up the right stock. This combination will deliver return, sa...
18 Jan, 2017, 05.08 PM IST
Market will swing like a pendulum in 2017, warns Nilesh ShahThere are multiple events -- some positive, some negative which will keep markets moving like pendulum in H1 of calendar year 2017, says th...
22 Dec, 2016, 04.42 PM IST
- Banks see FMCG, telecom, IT players as BCs
Banks plan to partner with corporates to provide banking services in rural India as the Reserve Bank of India has allowed profit-making com...
30 Sep, 2010, 05.07 AM IST