Welcome to The Golden Thumb Rule – a podcast where timeless investing wisdom meets real-world insights. In this episode, we’re…
Tag: Nilesh
Jane Street saga: Nilesh Shah gives 3 reasons why no HFT will do it in China
India’s capital markets may be vulnerable to sophisticated derivatives manipulation because, unlike China, they lack key deterrents that would dissuade…
nilesh shah: Investors must moderate return expectations, stick to asset allocation: Nilesh Shah
“We remain bullish on consumer discretionary because ek lakh crore ka tax rebate has come into play and that is…
markets: Volatility ahead, but long-term investors can sleep through it: Nilesh Shah
“Indian equity markets are going up because compared to other emerging markets, we look far better. Our earnings growth over…
Big banks may struggle, but smaller credit plays set to outperform: Nilesh Shah
“These are some of the categories or sectors or individual companies which have done really well, especially in the recent…
GST 2.0 and infra push could power India’s next growth phase: Nilesh Shah
“You have seen the reaction to gold prices, to crude oil prices. All of this we seem to be getting…
Triple-digit oil or supply shock could hurt Indian equities, says Nilesh Shah
As global geopolitical tensions escalate and crude oil prices edge higher, Kotak Mahindra Asset Management Company’s Managing Director Nilesh Shah…
repo rate cut: RBI delivers on growth, time to shift focus to structural reforms: Nilesh Shah
“It is not a bit of a surprise. It is a big surprise. After nudges in the initial power play,…
Portfolio matters more than individual stocks: Nilesh Shah shares WhatsApp forward on IPL
Sharing a WhatsApp forward listing individual award winners from the recently concluded IPL season—none from RCB—Nilesh Shah of Kotak Mutual…
No need to panic, over medium term, India to become a standout destination: Nilesh Shah, Envision Capital
Nilesh Shah, MD & CEO, Envision Capital, says India is heading towards lower inflation which is going to encourage the…