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“If you look at the listed innerwear companies’ results, they all are showing volume de-growth," noted Nilesh Shah, indicating that the economy had been under immense pressure in the December quarter.
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Moneycontrol Mutual Fund Summit: Kotak Mahindra AMC's Nilesh Shah pointed out that the mutual fund industry's talent retention will depend upon a lot upon spouses and how they manage the household expenses.
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The Indian equity market was trading at much higher valuations compared to its peer group and the current situation is ensuring that it is now drawing level.
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Kotak Mahindra AMC has invited bids for one lakh shares of the unlisted Chennai Super Kings which has won the IPL four times
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This six-month ban on FMP issuance will have little impact on Kotak Mahindra AMC’s business in the near term. SEBI wanted to - and did- send out a strong message to all AMCs that it will not let such events go unnoticed or unpunished. But do investors need FMPs at all?
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Nilesh Shah, the veteran mutual fund official, who is group president and MD, Kotak Mahindra Asset Management Company, opens up about his management style, the best place to prepare for leadership and why he is a stickler for deadlines.
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We would urge investors to use an uptick in yields as allocation opportunities to fixed income funds across spectrum.
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From a practical perspective, this shows the metrics that would influence valuation 1) Importance of Cash Flows vs Profits 2) Growth 3) Return on Invested Capital, 4) Discount Rate, and 5) Capital Structure.
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Kotak AMC's asset under management is Rs 1.7 lakh crore and of which Rs 50,000 crore is in equity.
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"Our credit risks are focused towards those funds which are mandated to take credit risk, which is less than 5-7 percent of our total AUM," he said.
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There seems to be lot of money waiting on the sidelines but when the correction comes and there is negativity around, they may like to time it better, said Nilesh Shah, Managing Director, Kotak Mahindra AMC.
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Would not be surprised if the Rs 1 lakh crore number crosses Rs 2 lakh crore in the next three years, said Nilesh Shah, MD, Kotak Mahindra AMC.
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The overall theme for the market remains being selective while picking stocks, Nilesh Shah, MD, Kotak Mah AMC.
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The valuation of India markets look reasonable on a top-down basis but the valuations of individual stocks are super-expensive or fairly valued in most cases, Kotak Institutional Equities said in a report.
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Fund house’s MD, Nilesh Shah, recommends that investors must invest in the market through SIPs as the time to make easy money is now over.
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Ajay Srivastava, CEO at Dimensions Consulting, is of the opinion that the rally that led to the 52-week high is purely due to liquidity in the market.
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In the special show ‘Get Rich‘, watch Nilesh Shah, MD at Kotak Mahindra AMC speak about the stock markets and how to build a strong portfolio and become financially independent.
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Speaking to CNBC-TV18 Nilesh Shah, MD of Kotak Mahindra AMC, said that given the current situation it is better to be underweight on the NBFC sector. Shah stressed how we are in a pendulum market. With earnings uncertainty on the one side, prices could become weaker.
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Nilesh Shah, MD, Kotak Mahindra AMC is confident that market will not move in a unidirectional manner but would remain volatile, adding that although he has not turned bearish on the market, he would focus more on ground realities.
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Demonetisation seems to have been factored in from a price correction perspective, says Nilesh Shah, Managing Director at Kotak Mahindra AMC. However, he quickly adds that from a time correction point of view the market still needs more good news.
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Even as financial market professionals keep themselves busy predicting -- often without success -- how stock prices will behave in the future, Nilesh Shah, MD of Kotak Mahindra Asset Management Company, says retail investors have a simpler recourse to investing: systematic investment plans.
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Recovery for the Indian economy is likely to be driven by consumption, and infrastructure and consumption as a theme can be played via auto ancillary and home building, says Harish Krishnan, Senior VP & Equity Fund Manager, Kotak Mahindra AMC
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However, FCNR outflows have been a concern for the rupee, says Nilesh Shah, MD, Kotak Mahindra AMC.
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If you want to do active stock picking, here's how you should do it, says Nilesh Shah, MD of Kotak AMC.
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Nilesh Shah, the managing director at Kotak Mahindra AMC, believes that Bosch has a premium versus its peers and will continue to perform well on the bourses. He also narrates how he managed to sell off Satyam shares before they tanked.
_356X200_2932_356.jpg?impolicy=website&width=135&height=80 "Base case for Indian eco strong; like cap goods: Kotak Mah AMC")
