Kotak Amc

Looking ahead to earnings, Upadhyaya said the short-term weakness is likely to give way to a broad-based revival

Indian economy doing well but we need to invest in R&D: Kotak AMC’s Nilesh Shah

We have depreciated significantly against currencies. Can we take advantage of this currency depreciation to push our exports? If that happens, growth could get supported overall, says Shah

Kotak's Nilesh Shah prefers a ban on weekly expiry, which 'does not serve much purpose'

Nilesh Shah's stance underscores a broader debate over whether weekly F&O contracts serve a meaningful purpose or simply fuel short-term speculation in an already turbulent market.

Essel Group entity moves NCLT against Kotak AMC, say sources

Kotak AMC was represented by senior advocate, Gaurav Joshi, who opposed the petition. Joshi claimed that petition is not maintainable. Joshi was of the view that it was not a debt but a securities deposit

'Sitting on cash won't fetch any return': Here's what Kotak AMC's Nilesh Shah tells investors

Shah said FIIs are exiting the Indian market due to the overall weak performance by the emerging markets, which has led to the 'Quit Emerging Markets' movement.

Super Fund Manager 2024: How this multi-cap money manager finds his timing and themes to emerge triumphant

Kotak AMC’s fund manager Devendar Singhal believes 2025 will see challenges on the earnings front, and wealth creation will not be easy. This year, his multi-cap fund had bet on contruction, smaller PSU Banks and select automotive names.

For 2025, Kotak AMC sees opportunities across spaces despite recent slowdown

Kotak AMC is advising investors to look at large caps in the current market. “We believe that within equities, one should be slightly overweight on large caps at this point of time," said CIO Harsha Upadhyaya.

Corporate fundamentals strong but valuations remain a concern, says Kotak AMC's Harsha Upadhyaya

Despite the correction seen in the midcap and smallcap space on March 13, Upadhyaya said that Kotak Mahindra AMC has not deployed all the cash at their disposal.

Capex revival presents long-term investment opportunities in Indian equities: Kotak AMC CIO

The anticipated expansion in capex also presents an opportune moment for investors eyeing long-term commitments, Upadhyaya says,

India offers both quantity and quality gains: Nilesh Shah says foreign investors looking to enter

We are tightening our standards and ensuring that we are investing in companies with proven business models and proven management, says Kotak AMC's Nilesh Shah.

Fund managers sceptical of infra stocks opportunity because of past experience: Nilesh Shah

Kotak AMC’s Nilesh Shah urges caution and emphasizes the need to focus on companies with strong governance and minimal leverage to ensure long-term success in the infrastructure segment. He remains vary of investing in the infra stocks due to unsuccessful past investment experiences.

Markets are a 'Triveni Sangam' of fundamentals, flows and sentiment: Nilesh Shah

Nilesh Shah of Kotak AMC identifies the key driving forces behind today's markets: fundamentals, flows, and sentiments. With limited investment options in certain markets, foreign investors are directing their funds towards India, bolstered by the "China Plus One" sentiment.

India’s growth story takes a leaf out of Akbar-Birbal Kahani, says Nilesh Shah

Nilesh Shah believes India's growth shines amidst global economic challenges. He credits government-private sector collaboration for India's visible growth and advises investors to stay invested for the country's long-term growth while being prepared for short-term uncertainties

Kotak AMC's Nilesh Shah selects 3 investment themes for near-term returns

IT, pharma and consumption segments may be affected by global and local factors. Banking, due to its higher base, may see subdued growth, says Shah

Why Kotak’s promotion of officials fined by Sebi has raised a stink

The action has triggered a debate: should an organisation promote officials penalized by a regulator or wait until a clean chit is given by a higher court?

Sebi penalises Kotak Mahindra Trustee Company, Kotak AMC's chief Nilesh Shah, 5 others

Others penalised by Sebi are Kotak AMC's fund managers -- Lakshmi Iyer, Deepak Agarwal, Abhishek Bisen -- Compliance Officer Jolly Bhatt and Gaurang Shah, who was one of the members of the investment committee that approved the investment decisions related to certain Fixed Maturity Plan (FMP) schemes, as per the order.

SEBI bars Kotak AMC from FMP launch for six months, fines Rs 50 lakh

Kotak AMC has also been directed to refund a part of the investment management and advisory fees collected from the unitholders of the six FMP schemes, the order stated.

IT, pharma & FMCG sectors to do well if COVID restrictions are tightened: Nilesh Shah of Kotak AMC

If investing for the long term, assuming COVID cases will come under control, buy on dips is the correct strategy, says Nilesh Shah.

Interview | Carry trade is going to be a key theme in 2021 for debt funds, says Lakshmi Iyer of Kotak AMC 

We are not going to see aggressive rate cuts, going forward. This is the reason capital gains will most likely play second fiddle to the carry in 2021, says CIO-Debt and Head-Products at Kotak AMC

SEBI sends fresh show-cause notices to HDFC MF, Kotak MF

Earlier in May, SEBI issued similar show-cause notices to both HDFC AMC and Kotak AMC.

Policy | In whose best interests did mutual funds act - investor or borrower?

Withholding payment pending recovery of money in a closed-end, fixed tenured product such as FMP violates the spirit of the product itself.

Essel woes: Kotak AMC may not fully repay investors in redeemed FMP

Kotak AMC did not specify how it will pay off its unitholders the money it would realise around its maturity (8 April; as per Value Research) and how it would segregate- and at what net asset value- the troubled debt securities.

Budget 2019 highlights 3 crucial sectors for Modi's govt; focus now on growing tax revenue: Nilesh Shah

The year gone by ‘2018’ was by far one of the toughest in terms of making money. Hence, there were a lot of expectations surrounding this budget especially given that this is an election year.

Volatility is here to stay; see FY19 earnings growth in mid-teens: Expert

volatility is going to be the name of the game and for the next one year market will be difficult to navigate, said Shibani Sircar Kurian, VP & Head-Equity Research, Kotak AMC

Money Money Money: Top investment mantras for women

Being a woman is a wonderful thing. We have more choices and more opportunities to realise our potential in today's world. The only thing that can perhaps limit a woman today is her own imagination and of course her financial reality.