Tag: Nilesh
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Defence, exports and platform companies among top market themes: Envision’s Nilesh Shah
Envision Capital founder Nilesh Shah believes India’s new-age platform companies are entering a multi-year growth cycle similar to the IT services boom of the...
Quantum’s Nilesh Shetty bullish on private banks and IT, avoids capital goods
Portfolio Manager Nilesh Shetty of Quantum Advisors remains positive on private sector banks and IT services, citing attractive valuations and long-term growth potential. He...
AI wave exposes ‘structural cracks’ in Indian IT; Envision Capital’s Nilesh Shah warns of slow pivot
The artificial intelligence wave is exposing deep structural cracks in India’s IT services model, with Nilesh Shah warning that large firms may struggle to...
Kotak’s Nilesh Shah sees opportunities in banks, cement, healthcare
Nilesh Shah, MD of Kotak Mahindra AMC, which manages nearly $5 billion in assets, believes investors should shift their approach to reacting sensibly to...
Lower oil prices would boost India’s economy, support banks and consumer sectors: Nilesh Shah
Nilesh Shah said India’s economic outlook could improve if crude oil prices remain contained, as lower energy costs would ease inflation and support demand....
