BUSINESS
Envision's Nilesh Shah says realty story still in early days, check out his top bets
The ace investor added that the residential property market and home improvement sector are witnessing a boom and strong demand for home loans as further reasons for investment in the sector
BUSINESS
No Fed pivot until mid-2024 as global risks still present: Nilesh Shah, MD, Kotak AMC
Nilesh Shah stressed the importance of observing the global markets and maintaining cash to deploy during market corrections.
BUSINESS
RBI might wait and watch in the upcoming MPC: Nilesh Shah, MD Kotak Mahindra AMC
The Reserve Bank of India has been proactive compared to other central banks in maintaining inflation and liquidity through various measures, said Nilesh Shah.
BUSINESS
Defence stocks might be riskier in the short term, says Kotak Mahindra AMC MD Nilesh Shah
Defence sector had a great year with multiple stocks enjoying solid returns. However Shah believes the sector’s dependence on government contracts might affect it in the short term.
