Nilesh Shah

After a stellar run in 2025, gold and silver, Shah said, should continue to see upside in the year ahead, aided by sustained central bank buying

Our fund of funds isn't allowed to invest in silver futures, only in silver ETFs. So, we had no option but to pause fresh purchases - else, investors would enter at a 10 per cent premium, Shah said

The breadth and depth of the new rate cuts, analysts at Bernstein said, especially in the fast-moving consumer goods (FMCG) categories saw rate reductions well beyond what they thought was possible

If someone wants 25 per cent returns, I don't see opportunities. For high single-digit or low double-digit returns, there are plenty, says Nilesh Shah of Kotak AMC in this exclusive interview.

Shah suggests investors stick to the basics and focus on quality stocks that are available at reasonable valuations. Look at stocks with good float.

Budget with BS: The Fine Print: 'Atithi Devo Bhava' is good for tourism not for financial markets; there should be no differential treatment, said Nilesh Shah, managing director of Kotak Mutual Fund

The key highlight of the budget is the government's steadfast dedication to fiscal prudence

How was India's new Parliament built? How much will it cost you to climb Mt Everest? Has the Rahu Kaalam for the Indian markets ended? What is price rigging? All answers here

Will Frooti packs go off the shelves? Can an IT employee be classified as a workman? What is Nilesh Shah's take on investors' approach to markets? What is a twin deficit problem? All answers here

Business Standard's Puneet Wadhwa caught up with Nilesh Shah, Group President & MD, Kotak Mahindra AMC on his interpretation of the developments and how investors should approach the markets

Saurabh Nanavati, CEO, Invesco MF re-elected as vice chair

At current levels, it is time to be overweight on equities

According to experts, the foreign holding cap imposed by the RBI in public debt has deterred inclusion of the country in such indices

A notification by the Cabinet Secretariat announced the addition of Neelkanth Mishra, Nilesh Shah, Anantha Nageswaran's names as part-time members of the EAC-PM

If stocks start to rise on expectations of a stable administration, investors must book profit and re-enter should the results confirm the outcome, said Nilesh Shah

Interview of Nilesh Shah, MD, Kotak Mahindra Asset Management