Envision Capital

Nilesh Shah, CEO of Envision Capital, hails Nifty's 20,000 milestone as a sign of India's strength. However, he cautions that crude price fluctuations could pose a risk to India’s macros. Shah is bullish on Mid and SmallCaps and feels that long-term structural growth opportunities will revolve around the 3Cs – Credit, consumer and the capex plays.

IT valuations are perfect for growth investing, says Nilesh Shah of Envision

IT space will make a strong comeback in the next three quarters. IT valuations are perfect for growth investing, says Shah

Good time to start accumulating quality IT stocks: Nilesh Shah of Envision Capital

In an interview with CNBC TV-19, Nilesh Shah shared his views on the IT sector, markets, auto space and what he sees as the way forward.

What to buy? Banks, realty, capital goods, infra cos to benefit the most from FM move

Experts feel that the sentiment has certainly moved from cautious to positive and the sectors likely to benefit the most are banks, capital goods, infra and realty.

Govt to stick on the path of fiscal consolidation: Envision's Nilesh Shah

It is unlikely the government would sway away from path of fiscal consolidation and fiscal prudence, said Nilesh Shah of Envision Capital

It's good we don't have a runaway rally; Big bang reforms needed: Nilesh Shah

Sensex opened above 500 points, trading above 29,400 and Nifty hit a record high. Nilesh Shah of Envision Capital said that it is good that we don’t have a runaway rally and good if market consolidates around these levels.

Banks at the forefront of liquidity driven rally: Envision Cap

The buy back announced by Tata Consultancy Services is a very good start for the IT sector to return surplus cash to the investors, while also improving the return on earnings (RoE), says Nilesh Shah of Envision Capital.

Uncertainty over GST can have serious ground implication: Expert

In an interview with CNBC-TV18, Nilesh Shah said that demonetisation as an event has maybe over nut its impact on quarterly earnings is yet to be seen.

Demonetization perfect step towards nation building: Nilesh Shah

In an interview with CNBC-TV18, Nilesh Shah, MD & CEO , Envision Capital, said the decision to ban Rs 500 and Rs 1000 notes is a perfect reform and perfect step towards nation building.

Think IT is toast? Nilesh Shah says climb down the mcap ladder

With the recent downslide in the IT sector, one should keep an eye out for Tier-II stocks in the midcap space which are likely to grow at the cost of some of the large players, says Nilesh Shah of Envision Capital.

2 reasons why Britannia works better than Jubilant: Nilesh Shah

Speaking to CNBC-TV18 Nilesh Shah, MD & CEO of Envision Capital, said that events like expectations around the Pay Commission and monsoon are priced in all ready. “Market is waiting for cues from US Fed.”

FY17 to be 'watershed' year of double-digit earnings: Envision

In an interview with CNBC-TV18, Nilesh Shah along with S Ramesh of Kotak Investment Banking shared their views on factors that are supporting market momentum and what is to be expected going forward.

We don't have a V-shape economy, uptick just begun: Nilesh Shah

In the midst of turmoil, companies that can beat global and regulatory setbacks will create wealth for investors and outperform their peers, says Nilesh Shah, CEO and MD of Envision Capital.

Infosys may be ahead of TCS on stock performance: Envision

The Vishal Sikka-led company has entered a period of price outperformance after several years, says Nilesh Shah of Envision Capital. Initiatives by the company to reduce its bench strength and its push in automation and virtual reality will give it an edge over TCS.

Budget 2016: This is the Budget for public sector banks, says Nilesh Shah

Nilesh Shah of Envision Capital says that all eyes will be on recapitalization and reforms that the government will do more for the public sector banks.

Pharma, consumer discretionary look attractive: Nilesh Shah

Nilesh Shah - MD & CEO at Envision Capital is of the view that pharma, consumer discretionary and cement sectors look attractive with a view of 2-3 years.

Industry leading, peer beating performance by Infosys: Envision

Nilesh Shah, MD and CEO of Envision Capital, dubbed the performance as "industry leading, peer beating", something that has happened after a long time.

Reliance Industries looks good: Nilesh Shah

Nilesh Shah - MD & CEO at Envision Capital is of the view that Reliance Industries looks good.

Investor Camp: The story so far & what lies in future

Watch accompanying videos of Investor Camp which held at Ahmedabad in which CNBC-TV18's Anuj Singhal spoke about the year 2015 and Nilesh Shah, MD & CEO of Envision Capital also shared his readings and outlook on the market and what lies more in the future.

Infosys falls 5% after hitting new high: What went wrong?

The stock fell off the cliff within minutes and touched intraday low of Rs 1108.90 per share, touching as low as 5 percent. News of revising dollar revenue and CFO Rajiv Bansal's resignation led the stock into a tizzy soon after.

Mkt will give more than 100% return over 3-5 yrs: Envision

Nilesh Shah, MD and CEO of Envision Capital, says the only asset class that can outperform equities is fixed income in the next 3-6 months, more so in India if the Reserve Bank lowers rates

Accumulate Sun Pharma on declines: Nilesh Shah

Nilesh Shah, MD & CEO at Envision Capital is of the view that one may see more downside in Sun Pharma but recommends accumulating the stock on declines with a long term view.

Look at engineering, cement space: Nilesh Shah

Nilesh Shah, MD & CEO at Envision Capital is of the view that one may do bottomfishing in engineering and cement space if the results disappoint.

Stay with Infosys, may outperform: Nilesh Shah

Nilesh Shah, MD & CEO at Envision Capital is of the view that it still makes sense to be with the bellwether like Infosys as the stock may outperform.