Kotak Mahindra Asset Management

Speaking to CNBC-TV18 Nilesh Shah, Managing Director at Kotak Mahindra Asset Management, said he hopes the Budget to be good. He wants the FM to honour his word on fiscal discipline.

FM must cast a magic spell on Budget 2017: Kotak Mahindra AMC

Emphasising on the need to ensure FII (foreign institutional investor) taxation continuity in FY18, Kotak Mahindra Asset Management‘s big gun Nilesh Shah has said the Finance Minister Arun Jaitley must "cast a magic spell" on the Union Budget 2017.

Expect govt to cut taxes; wary of real estate sector:Nilesh Shah

Speaking to CNBC-TV18 Nilesh Shah, Managing Director at Kotak Mahindra Asset Management, said that it is better to wait for results from the demonetistiaon move.

Gold ETFs lose shine for investors who eye secure bets:Kotak AMC

Investors are not looking at past performance, but considering safer options like equity and fixed income on back of global volatility, says Nilesh Shah, MD of Kotak Mahindra Asset Management.

NBFCs, private banks, cement in a bright spot: Kotak Mahindra

The FIIs have been very positive about the macro-economic stability of the country rising from RBI's constant efforts of targeting inflation and the government's path towards fiscal prudence, says Nilesh Shah.

Tight fiscal & loose monetary policies to push India:Nilesh Shah

With the Modi government completing two years of ruling, Nilesh Shah, MD of Kotak Mahindra Asset Management believes that the Indian economy has performed much better than other emerging countries like Brazil and Russia.

Indian bonds rally on hopes of bigger rate cut by RBI

The government on Friday cut interest rates for term deposits offered to millions of small savers after the Reserve Bank of India reduced its key repo policy rate by 125 basis points last year.

2016 will be about stocks and not sectors: Kotak AMC

Nilesh Shah, managing director of Kotak Mahindra Asset Management is bullish on urban consumption on the back of the benefits that will accrue due to the implementation of 7th Pay Commission

Budget well accepted by domestic investors: Nilesh Shah

On the corporate side, going ahead, Nilesh Shah, MD, Kotak Mahindra Asset Management sees corporate earnings growth accelerating.

Mkt rally to depend on Budget, earnings pick-up: Kotak AMC

Stating that markets are no longer cheap as they were in mid-2013, Nilesh Shah, Managing Director of Kotak Mahindra Asset Management, recommends investors to take Systematic Investment Plan (SIP) way to invest in equity funds.

Kotak MF buys IT, utilities, engg, drops bank, metal

Kotak Mahindra Asset Management has enhanced its exposure to sectors like information technology, utilities and engineering & capital goods space. However, it reduced its investments in banking & financial services, chemicals and metals & mining space.