As 2024-25 (FY25) ends, the Indian economy has witnessed significant volatility across key indicators—markets surged and corrected sharply, the rupee fluctuated, and GDP growth saw dramatic swings. With a new fiscal year on the horizon, all eyes are on the trajectory of growth, liquidity, interest rates, and sectoral opportunities. To decode what lies ahead, CNBC-TV18’s […]
IRDAI appoints former LIC and SBI chiefs, 3 others as members of revamped insurance advisory panel – CNBC TV18
The Insurance Regulatory and Development Authority of India (IRDAI) has reconstituted its Insurance Advisory Committee (IAC), appointing new members from diverse expertise. The committee is responsible for advising IRDAI on regulatory matters concerning the insurance industry. New appointments to the IAC According to the official gazette notification published by IRDAI, the following individuals have been […]
Is the stock market bottom near? Nilesh Shah of Kotak highlights three important signs – CNBC TV18
Indian equity markets have been fairly resilient on Tuesday, March 4, despite a sharp sell-off on Wall Street overnight after US President Donald Trump announced that the proposed 25% tariffs on Canada and Mexico along with an additional 10% tariffs on China will take effect from Tuesday. The question that has been on the minds […]
Kotak’s Nilesh Shah: There is a ‘quit emerging markets’ movement underway – CNBC TV18
Foreign investors continue to pull money out of emerging markets, and India is no exception. Nilesh Shah, Managing Director at Kotak Mahindra Asset Management, which manages assets worth over ₹4,400 crore, described this trend as a “quit emerging market” movement, comparing India’s situation to that of an exceptional batsman in a struggling cricket team. “The […]
‘Dugna Lagaan Dena Padega’ — Nilesh Shah’s message to foreign investors – CNBC TV18
Nilesh Shah of Kotak Mahindra AMC believes that foreign investors, who regularly have been net sellers in the cash market, will have to pay double the price for re-entering the market, a sentiment echoed by Motilal Oswal’s Raamdeo Agrawal earlier on Thursday. Speaking at CNBC-TV18’s Global Leadership Summit, Shah said that before the dawn of […]
‘Worried that people think equities are like FDs’: Top fund manager advises tempered expectations – CNBC TV18
Amid the ongoing volatile market situation, two seasoned fund managers have advocated investors, particularly from the retail segment, to temper expectations. Speaking with CNBC-TV18 on ‘Samvat Townhall 2081,’ S. Naren, Executive Director and Chief Investment Officer of ICICI Prudential Mutual Fund, and Nilesh Shah, Managing Director of Kotak Mahindra Mutual Fund, shared insights on the […]
Kotak Mutual Fund’s Nilesh Shah shares top investment strategies amid market uncertainty | Q&A – CNBC TV18
Nilesh Shah, Managing Director at Kotak Mahindra Asset Management Company, shared his insights on managing investments amid the current market volatility in an interview with CNBC-TV18. With fears of a potential US recession, discussions about Federal Reserve rate cuts, and fluctuations in corporate earnings, Shah emphasised the need to temper expectations and prioritise quality over […]