Where does Nilesh Shah of Kotak AMC invest? | Market ki baat with Nilesh Shah

Where does Nilesh Shah of Kotak AMC invest? | Market ki baat with Nilesh Shah

In this captivating YouTube video, we had the pleasure of hosting Nilesh Shah, the MD of Kotak AMC. Nilesh Shah shares his expertise and insights on various aspects of the market. He provides valuable guidance on approaching a bearish market, the relationship between top investors and cricket, fund flows by FIIs, and predictions for good returns in the market. Nilesh Shah also discusses key risks in the current market scenario, sector performance, valuations, gold investment, debt funds, asset allocation, stock analysis, and the impact of de-dollarization. Don't miss this enlightening conversation filled with key learnings from Nilesh Shah, offering valuable insights for investors.

0:00 - Introduction
1:44 - About Nilesh Shah
3:38 - How to approach the market in a bearish scenario?
5:15 - Why do top investors have interest in Cricket?
6:25 - What is the trajectory for the flows of funds by FII?
9:55 - When can we see good returns in market? When will the bearish market get over?
15:21 - Key risks in current market scenario
18:00 - How should investors invest now - wait for consolidation vs continue SIP?
20:35 - Which sectors are going to perform well in near future?
22:48 - Which sectors are going through bear trend?
24:06 - How are the valuations in the market currently?
26:38 - Should we get into gold investment currently? Is it a good investment?
29:42 - Impact of tax benefit removal from debt funds
32:09 - Where to invest currently - debt funds vs fixed deposit?
34:00 - How are investment labels for investing?
36:02 - How to build psychology when prices are going against our investment?
38:42 - Why so high re-rating in railway & defense sector?
41:22 - Asset allocation for Nilesh Shah
42:51 - How to analyze a stock if its business is growing but no impact on stock prices, ft. Reliance industry?
45:46 - Growth vs dividend investment - Which is better?
47:28 - Examples of companies who have given good dividend but couldn't survive in long run?
49:25 - What is de-dollarization? How will India be impacted from it?
53:33 - Message from Nilesh Shah & key learning
56:25 - Conclusion
56:48 - Key learnings

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