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As Indian markets brace for 2026 amid volatile global cues, Kotak AMC Managing Director Nilesh Shah has advised investors to remain disciplined and diversified, highlighting the importance of multi-asset allocation across equities, debt, real estate and precious metals.Speaking to ET Now, Shah said the sharp rally in gold and silver in 2025 is unlikely to […]
At the Kotak International India Insight Summit in New York, Kotak AMC Managing Director Nilesh Shah painted a vivid portrait of a nation that defies conventional economic logic: India, the paradox driving progress.“India is the engine of the global growth train in the days ahead,” he declared, tracking the country’s extraordinary mix of contradictions and […]
Precious metals are likely to continue to see support in the coming months, driven by strong central bank demand, shifts in US monetary policy and supply constraints, said Nilesh Shah, managing director of Kotak AMC. “…for precious metals, there is central bank demand for gold and industrial equipment, plus potential central bank demand for silver. […]
Indian stock markets are at a intersection, balance between the fear of foreign investors and the confidence of domestic investors, according to Nilesh Shah, director of Kotak AMC. In an exclusive conversation with ET Nu, Shah emphasized that the current cautious vote comes from non-reinforcing FPI sales, profit growth with one figure and global rate […]
