Is India Still a Top Investment Destination? Nilesh Shah’s Advice for Indian Investors| Sonia Shenoy

Video Description

On todays episode we have none other than Nilesh Shah , the managing director of Kotak Mahindra AMC. Nilesh has over 25 years of experience in the capital markets, he's watched several bull and bear markets and today he is here to discuss the current market situation We have been in a time correction since September 2024 with large foreign investor selling and suddenly India is not the flavor of the season anymore What went wrong and what's the way forward ? Nilesh believes markets are running ahead of fundamentals currently and one should not expect equities to outperform in the near term you should moderate your return expectations from the market because a re-rating of Indian markets look tough at this time 0:00 Intro 2:45 How bad is the market this time? 6:04 Is there more to gold? 7:45 What percentage should be in your portfolio? 11:06 Where has India gone wrong? 14:27 Gaps in the market? 19:09 Jobs In India 23:32 Govt's Involvement in Corporate 27:34 Ease of Doing Business 33:30 Is crypto worth investing? 38:45 Trend of emerging markets 42:34 Growth & Innovation sectors 49:04 How do we grow? 51:14 How to retain talent? 54:50 Is this India's China moment? 59:01 What should a retailer expect? 1:04:04 Your mentor? 1:07:35 Uday Kotak's impact? 🔔About the Money Mindset Podcast Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions. [ Money Management, Building Wealth, Finance, Stock Market, Investment, Mutual Funds, Podcast ] Wardrobe courtesy @VeroModaInd