Nilesh Shah

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.

Markets backed by flows, fundamentals, and trade tailwinds; Operation Sindoor should not worry investors: Nilesh Shah

History suggests that post-strikes, markets climb sharply

India terror strike casts shadow over equities, but rate-cut cycle keeps rate-sensitive sectors in focus

Geopolitical risk that India is facing will keep market volatile, says Nilesh Shah, Managing Director at Kotak Mahindra Asset Management.

Tariff pause sets Indian markets up for a roaring rebound on Friday: What should investors do?

Several market veterans are advicing investors not to be deterred by the volatility and stick to asset allocation, as a host of sectors that had taken the sharpest knock in recent weeks look set to rebound when equity markets open on April 11.

Futile to predict future, stick to asset allocation dharma, says Kotak's Nilesh Shah amid market turmoil

According to Shah, large-cap stocks are fairly valued and deserve a neutral allocation. But any correction should be seen as an opportunity.

Trump's tariffs may hurt America's growth while spurring inflation, fears Kotak’s Nilesh Shah

Nilesh Shah recalled that the US economy has in the past been negatively impacted by trade tariffs, citing 1828 and 1930, when tariff impositions were followed by recession. He feared the reciprocal tariffs may hurt American consumers too, as goods may get costlier.

Kotak Mutual Fund launches Rs 250 'Choti SIP', Nilesh Shah captions it as 'Choti Rakam, Bada Kadam'

To be eligible, investors must not have previously invested in mutual funds (either as SIP or lumpsum). Additionally, investments must be made under the Growth Option, and participants must commit to a minimum of 60 monthly installments.

This is a market correction, not bear market, says Envision's Nilesh Shah

Shah believes the current market correction has offered several buying opportunities, with digital players, mid-cap IT stocks and niche product companies being some of his preferred bets.

More downside in large cap IT stocks, but mid and small cap counterparts hold promise, says Envision's Nilesh Shah

Sluggish growth rates and valuations constraints of large-cap IT stocks suggest that there might be more downside in these counters.

'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.

Nilesh Shah of Kotak AMC says 2025 will be a year of stock picking, sector rotation

Despite the foreign selling in October-November, India's equity markets have barely come off 8-10% from record highs. Now, as the world enters an uncertain year, the outlook for EM equities remains promising with themes like capex plays, consumption, rural recovery, telecom, healthcare, and financial services poised to do well in 2025, according to Nilesh Shah of Kotak AMC.

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.

Nilesh Shah asks Trump 2.0 to consider 'billions' spent by Indian students on US colleges before imposing import tariffs

Republican Trump, who won the recently held US presidential elections by defeating Kamala Harris, has promised tariffs on goods from several countries, including China and India

'Dugna daam dena padega,' says Nilesh Shah to FIIs exiting Indian markets

'We are at a stage where every correction is an opportunity to buy,' says Kotak AMC's MD at CNBC-TV18 Global Leadership Summit

Temper return expectations, choose quality over momentum, says Nilesh Shah of Kotak AMC

Nilesh Shah shared three key mantra for investing in these times - starting with moderation of return expectation, choosing quality above all else, and not overpaying for value.

SME IPO frenzy disconnected with fundamentals and reflects the 'power of money', says Nilesh Shah

The investor interest and anticipation of quick returns from BSE's index of Small and Medium Enterprises (BSE SME) reflects the 'power of money', according to Nilesh Shah of Kotak Mahindra Asset Management.

Market churn will separate men from boys in PSUs, India story has legs: Kotak’s Nilesh Shah

This is a market where reasonably valued stocks probably will outperform more expensive valuation stocks, he said.

Kotak's Nilesh Shah suggests 84-hour work week, economist Sanjeev Sanyal agrees. Watch

Kotak AMC CEO Nilesh Shah suggested that one generation of Indians should be working for 84 hours a week to ensure faster growth of the country. He also drew parallels with Infosys founder Narayana Murthy's remark on a 70-hour work week.

Get set for a Monday party, say market experts

As per News 18 Exit Polls, the NDA coalition is expected to get around 355-370 seats with BJP accounting for around 305-315 seats. The opposition I.N.D.I.A alliance is expected to get 125-140 with Congress bagging in the range of 62 to 72 seats.

Foreign investors to come back: Nilesh Shah on impact of elections on markets

In a conversation with Moneycontrol, Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Co Ltd highlighted the impact of exit polls of the Lok Sabha 2024 elections on the markets. Watch to know more.

Watch: 'Can't predict the markets...', says Nilesh Shah on exit polls, elections & markets

In a conversation with Moneycontrol, Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Co. Ltd highlighted the impact of exit polls of the Lok Sabha 2024 elections on the markets. Watch to know more.

'In the short term, markets can go anywhere', Nilesh Shah on impact of elections on markets

In a conversation with Moneycontrol, Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Co. Ltd highlighted the impact of exit polls of the Lok Sabha 2024 elections on the markets. Watch to know more.

Daily Voice: Probability of a black swan event higher for equity markets, says Kotak AMC's Nilesh Shah

The rural economy should do well with the IMD forecasts of a normal monsoon. This should support consumer stocks derated in the absence of volume growth, says Nilesh Shah.

India is the only democratic country that is showing robust growth: Kotak AMC's Nilesh Shah

The 'India first' strategy of the government, availability of capital, IBC, infrastructure growth, development of digital ecosystem have been the most defining reforms, said Shah who sees IT and manufacturing as some of the dominant investment themes for 2024.

Nilesh Shah reflects on reforms and investor returns over the past decade | Political Economy

In this episode of Political Economy with Shweta Punj, Kotak AMC MD Nilesh Shah discusses the reforms implemented over the past decade, and evaluates their impact on investor returns. In the last decade, India has vigorously pursued an India-centric approach, focusing on enhancing its digital ecosystem - which, according to Shah, surpasses that of the developed world. Shah emphasizes that while retaining talent and implementing reforms such as IBC have been transformative, the next government must focus on both ease of living and ease of doing business. He also suggests a focus on enhancing contract enforcement and strengthening judicial infrastructure, and likens the plight of Indian entrepreneurs to that of Abhimanyu trapped in a chakravyuh.