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NILESH SHAH TARIFF
India may be the next big beneficiary as AI trade cools: Nilesh Shah on markets, flows & FY27 outlookIndia may benefit as the global AI trade cools, says Kotak AMC MD Nilesh Shah. He explains why FPI flows could return, how dollar weakness,...- Ek teer kai nishaan: Nilesh Shah of Kotak Mutual Fund on how GST 2.0 is step in right directionNilesh Shah, MD of Kotak Mutual Fund, praised the government’s GST reforms as ek teer kai nishaan, citing benefits like reduced inflation, ...
- Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh ShahNilesh Shah of Kotak AMC emphasizes focusing on resilient companies with reasonable valuations amidst global uncertainties. He highlights I...
- Tariff tantrums: Let us hope for the best but prepare for the worst, says Nilesh ShahNilesh Shah of Kotak AMC highlights India's large trade deficit. He suggests using it to negotiate better export terms. Focus should be on ...
- How will Trump's tariff announcement impact Indian stock market?Indian equities are expected to decline following Trump's tariff announcement, as indicated by a drop in GIFT Nifty futures. Nilesh Shah of...
- Trump's 25% tariff rattles Gift Nifty. How bad is the news for Indian stock market?President Trump's new tariffs on Indian imports have shaken markets. Gift Nifty fell, and the rupee weakened. Experts like Nilesh Shah sugg...
- Volatility ahead, but long-term investors can sleep through it: Nilesh ShahNilesh Shah of Kotak AMC suggests that Indian equities appear promising compared to other emerging markets, with expected earnings growth i...
- Who will sell in this market? Look for IPOs, OFS & QIPs; Nifty EPS seen at Rs 1,160 in FY26: Nilesh ShahKotak AMC's Nilesh Shah projects positive Nifty EPS growth for FY25-FY27. Urban consumption is expected to improve. Geopolitical risks are ...
- Operation Sindoor aftermath: Nilesh Shah on 3 factors driving market trajectoryKotak AMC's Nilesh Shah notes that global support and potential US warnings have eased market concerns following geopolitical tensions. Str...
- No need to panic, over medium term, India to become a standout destination: Nilesh Shah, Envision CapitalNilesh Shah of Envision Capital says it is not time to panic. Big bear markets were seen during COVID, during the global financial crisis o...
- Let RBI manage rupee; buy into mkt dip but don’t be in a hurry to deploy: Nilesh ShahNilesh Shah of Kotak AMC advises investors to prioritize quality stocks and valuation amidst global uncertainties, advocating a cautious ap...
- Buy into corrections gradually to become overweight on equities as markets turn cheap, says Nilesh Shah of Kotak Mutual FundNilesh Shah of Kotak Mutual Fund advises investors to gradually buy into market corrections and stick to their asset allocation amid global...
- History Repeats? US tariffs have always preceded recessions, warns Nilesh ShahShah connected the recent synchronized sell-off across global asset classes—including US equities, silver, crude oil, bonds, and Bitcoin—to...
- Can India become a beneficiary instead of a victim of trade wars? Nilesh Shah explainsNilesh Shah, MD of Kotak AMC, explains that global uncertainty, including the US tariff war, is causing short-term market volatility. Inves...
- 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 ...
- Samarth ko nahi dosh gosain - Trump proving what Tulsidas said ages ago: Nilesh ShahPresident Trump imposes a 26% tariff on Indian imports, causing concerns of economic slowdown, higher inflation, and possible global counte...
- Foreign investors are pulling out. Here’s what experts predict nextForeign institutional investors (FIIs) continue selling Indian equities due to US policy shifts, global interest rates, and emerging market...
- 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 ...
- How many assumptions on Trump 2.0 from a market standpoint are real? Nilesh Shah explainsNilesh Shah emphasizes the need to present a comprehensive trade picture to President Trump, highlighting India's openness to American tech...
- Telecom stocks will start moving up in 2010: Nilesh ShahET NOW talks to Nilesh Shah, Deputy Managing Director, ICICI Prudential AMC.
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