Tag: Nilesh
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Indian IT stocks may need valuation reset as growth slows, says Envision’s Nilesh Shah
Indian IT companies may need to trade at lower valuation multiples if earnings growth remains moderate, according to Nilesh Shah, Founder of Envision Capital.Speaking...
Kotak’s Nilesh Shah on US tariff relief: ‘Devil is always in the details’
A major overhang for Indian markets has lifted, but investors may still need to read the fine print before celebrating. “This is positive from...
Kotak’s Nilesh Shah says get used to high single- to low double-digit market returns
Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company, which manages assets worth nearly $5.75 billion, tempered expectations for high returns from equity...
India still a long-term growth story, says Kotak’s Nilesh Shah as markets eye tariff deal
As the Nifty nears 26,000 again, Nilesh Shah, MD of Kotak Mahindra AMC, shared his views on market sentiment, global investor appetite, asset allocation...
Kotak AMC’s Nilesh Shah says gold, silver should form only small part of investment portfolio
Gold and silver may be glittering again, but investors should exercise caution, according to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Company.Speaking...
