[ad_1] The Indian market is currently undergoing a correction, but not entering a bear market, says Nilesh Shah, Managing Director and CEO at Envision Capital — which manages funds worth ₹1367.27 crore. “I would be in the correction camp,” he said. He considers corrections of 15-20% as “pretty much powerful” and a normal occurrence even […]
Expect a big gap between large cap and midcap IT names, says Envision’s Nilesh Shah – CNBC TV18
[ad_1] Nilesh Shah, Managing Director and CEO of Envision Capital, shared his insights on CNBC-TV18 regarding the IT sector. He expects a significant divergence in growth between large-cap IT companies and smaller players, noting that major firms like Tata Consultancy Services (TCS) and Infosys are likely to see growth in the low to mid-single digits. […]
Envision’s Nilesh Shah spotlights these two themes as multi-year trends – CNBC TV18
[ad_1] Urbanisation and digitisation are the two most powerful themes in India, which are structural multi-year trends, according to Nilesh Shah, MD & CEO at Envision Capital, who manages funds worth over ₹1,500 crore. “I clearly believe that digitisation is still being undermined. Most investors have a chorus around valuations. But I believe growth and […]