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PM Modi has held up a mirror to the country: Nilesh Shah, Kotak AMC
At the moment, markets are driven far more by global developments than domestic factors, Shah said. The biggest concern globally, he feels, is energy supply and energy prices.
ET Alpha Wealth Summit: D-St moguls set to decode the next wealth-creation avenues
The Economic Times will host the ET Alpha Wealth Summit on June 4 in Mumbai. Fund managers and market veterans like Saurabh Mukherjea, S Naren, Nilesh Shah, Vikash Khemani, Rajeev Thakkar and Rajesh Saluja will discuss future wealth creation avenues. Sessions will explore identifying opportunities in a market with fewer cheap stocks.
Nepal PM Tells India, China Not To Undertake Kailash Mansarovar Yatra Via Lipilekh
Nepal's Prime Minister Balen Shah has told India and China not to undertake the Kailash Mansarovar Yatra via the Lipilekh pass.
BofA sees 9% Nifty upside over the year; energy security a multi-decade theme for India
BofA Global Research’s Amish Shah highlighted energy security as a long-term theme, driven by India’s dependence on imported fuel and the need for policy support across biofuels, electrification, and power infrastructure.
Outbound deals gaining pace, but integration a challenge: Citi, Equirus Capital
Rahul Saraf, India Head of Investment Banking at Citi, and Bhavesh Shah, MD and Head of Investment Banking at Equirus Capital, said large outbound deals reflect rising global ambition among Indian firms. They noted that deal activity is increasing across sectors, but highlighted that execution after acquisition remains critical, with integration determining whether companies can achieve synergies and sustain growth.
Sameeksha Capital CIO flags growth uncertainty in IT sector despite valuation correction
Bhavin A Shah, Founder, CIO & CEO at Sameeksha Capital, said valuations have corrected but concerns remain around earnings visibility and global demand trends. He flagged uncertainty in the US economy, structural slowdown in IT services, and the evolving impact of AI as key risks, adding that currency moves may support near-term performance, but long-term growth remains unclear. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Stocks to buy or sell: Dharmesh Shah of ICICI Sec suggests buying Reliance, Titan shares on April 13
On April 10, Sensex and Nifty 50 surged over 1%, driven by banking stock purchases and positive global trends. Investor confidence rose amid expectations of a US-Iran dialogue and falling crude prices, leading to the strongest weekly gains in over five years.
Lower oil prices would boost India’s economy, support banks and consumer sectors: Nilesh Shah
Nilesh Shah, Managing Director, Kotak Mahindra AMC, said that market returns may depend more on earnings growth going forward, with investors needing to adjust expectations. Sector trends could favour financials and consumption-linked segments, while asset allocation should balance equities, debt and gold amid evolving global conditions.
‘Main Hoon Na’ policy needed from RBI to support growth, says Nilesh Shah
Nilesh Shah, MD, Kotak Mahindra AMC, said the rupee has stabilised after recent central bank actions, easing earlier pressure from foreign investor outflows and rising yields. He noted that interest rates and liquidity conditions remain key for market direction. Ensuring adequate liquidity and keeping bond yields below 7% could help improve sentiment and attract global investors back to India.
Why BofA takes a contrarian call cutting India’s earnings estimates for second time in a row?
All other EMs are offering much better growth than India, and at cheaper valuations as well, says Amish Shah, head of India research at BofA Global Research
Too early to call market bottom; prefer gradual investing via SIPs and funds: Anand Shah
Anand Shah of ICICI Prudential AMC, which manages funds worth ₹28,318 crore as of February 28, 2026, advises investors to avoid deploying cash aggressively as markets may not have bottomed yet. He recommends gradual allocation through SIPs or staggered investments, using a mix of ETFs and mutual funds rather than direct stock picking. Amid inflation, rising energy prices, and global shifts, Shah prefers value over growth and asset-heavy businesses. Commodity producers may benefit, while consumers like autos could face pressure.
Digital platforms, defence and pharma stand out after market correction: Envision Capital
Nilesh Shah, Founder of Envision Capital, said market valuations have corrected to historical averages, creating opportunities despite negative global news flow. Several mid- and small-cap stocks now trade at 12–14 times earnings while still growing around 20%. He also remains constructive on banks, though some stocks may correct 5–10%.