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NILESH SHAH BETS
ET Alpha Wealth Summit | Wealthy Indians are quietly shifting money into gold, global stocks and AI infrastructure; Rajesh Saluja explains whyIndian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...- ET Alpha Wealth Summit | Wealthy Indians are still way underinvested in global stocks, says PPFAS's Rajeev ThakkarIndian wealthy investors must look beyond this year's market ups and downs for wealth protection. Experts advise a long-term strategy for l...
- ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcardIndia's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...
- ET Alpha Wealth Summit: Nilesh Shah recommends 4 investment bets that should be part of your portfolioKotak Mahindra AMC MD Nilesh Shah has identified four investment avenues for volatile markets: Special Investment Funds, performing credit ...
- Navneet Munot, Nilesh Shah and Kalpen Parekh caution investors against chasing unrealistic returnsTop mutual fund managers at the Groww India Investor Festival 2026 advised investors to avoid unrealistic return expectations, emotional in...
- “No Bull, no bear—it’s a kangaroo market," says Nilesh Shah amid global uncertaintyIndian markets show a recovery but face a "kangaroo market" due to global risks like West Asian tensions and oil price volatility. Investor...
- Allocate part of the portfolio to global technology companies: Nilesh ShahNilesh Shah, MD of Kotak AMC, suggests that Indian investors should explore global opportunities in innovative technologies. He highlights ...
- IPO investing using grey market numbers is like forming government after exit poll: Nilesh ShahMany times IPOs get subscribed because there is a grey market premium going on. Now why should we allow this grey market premium to influen...
- Markets & Mandate: Where to invest in E-M-I basket going forwardNilesh Shah predicts ABB, Siemens, L&T's continued dominance in EMI. Key players like Hitachi Energy, KSB, and TD Power drive sector growth...
- Nilesh Shah’s Mughal-e-Azam analogy: Stocks playing Anarkali on D-Street this yearThe volatility in equities and other asset classes seen in 2022 was primarily driven by inflation which forced central banks, particularly ...
- Bajaj Finance is one stock I regret selling early: Nilesh Shah, Envision CapitalThe mistake or the errors to which anybody can be prone to or be vulnerable to is to overpay for a quality business, says Envision Capital'...
- Larger midcaps in banking, financial, pharma doing good: Nilesh Shah, Envision CapitalNext standout gainer will come from NBFC, private banking space
- Microfinance institutions will dominate the next 10 years: Nilesh Shah, Envision CapitalOnce MFIs get converted into banks or small banks, the trajectory and the landscape will change for them completely
- Pockets of opportunity for contrarian bets in realty: Nilesh Shah Envision Capital"The sector has had all kinds of problems that you could dream of, imagine, think, contemplate over the last many years. But that stress is...
- Nilesh Shah quits Axis Capital, to join Kotak AMC as MD, CEOShah has over 20 years of experience in capital markets and was leading Axis Bank's initiatives in investment banking space.
- India is the only emerging market trading at a historic high: Nilesh Shah, Envision Capital"Major economies are not looking as good as they were 2 years back vis-à-vis India. In that backdrop, India today looks to be a place of st...
- Technology, pharma stocks to be outperformers in the market: Nilesh Shah, Envision CapitalSectors which have dollar revenues like technology, pharma and some auto components will be outperformers.
- Implications of RBI move positive for markets over long term: Nilesh Shah, Envision CapitalRBI's move will open up several challenges for the Indian consumer as well as corporate India in the short term, says Nilesh Shah, MD & CEO...
- HUL, ITC, Infosys, RIL and engineering stocks best for contra investing: Nilesh Shah, Envision CapitalContra investing is about finding value and not participating where majority of the investors are looking at, says Nilesh Shah, CEO, Envisi...
- Midcap IT cos are at attractive valuations: Envision CapitalQuality mid-tier IT companies which are available at very attractive valuations and have got a reasonable size, there is clearly a big trad...
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