Exclusive: Motilal Oswal CIO Niket Shah on Equity Market Insights, Bull Cycles & Investment Strategy

In this exclusive interview, Niket Shah, Chief Investment Officer at Motilal Oswal Asset Management, shares his journey into the equity markets, key learnings from his experience at top financial firms, and his strategic approach to stock picking and portfolio management. Discover how Shah navigates market cycles, identifies multibagger stocks, and prepares for market corrections.
Whether you're a seasoned investor or just starting, this insightful conversation will provide valuable tips on long-term wealth creation, navigating the current bull market, and finding opportunities in a high-valuation environment.
‪@MotilalOswalAMC‬

Key Highlights:
- Niket Shah's early challenges and success in the stock market
- Lessons learned from Religare, Edelweiss, and Motilal Oswal
- Criteria for selecting stocks and sectors with growth potential
- How to navigate a rallying market amidst high valuations
- Top sectors for wealth creation over the next decade
- Shah's take on new-age tech and the future of the fintech and consumer discretionary space
- Why the Motilal Oswal Flexicap and Business Cycle Funds are uniquely positioned for growth

𝗧𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀:
00:10 Introduction
00:27 What inspired you to dive into the equity markets?
05:29 You began your journey during the global financial crisis in 2008, and since then, you've worked with notable organisations like Religare and Edelweiss before joining Motilal Oswal. What were some of the key takeaways from those experiences, and how did they shape your approach to investing?
10:53 What kind of market environments do you find most exciting or opportunistic?
14:10 The Sensex has been hitting new highs almost weekly. Do you believe this rally can be sustained? What key factors do you think are driving the market?
20:05 With valuations at record highs, is it getting tougher to find good investment opportunities? How do you go about identifying value in this kind of market?
22:36 Which sectors hold the most potential for wealth creation over the next decade? And are there any sectors you think investors should be cautious about?
25:18 New-age tech companies have been making headlines. What's your view on them?
27:02 When selecting stocks, what non-negotiable qualities or standards must a company meet to make it into your portfolio?
30:40 What key indicators or warning signs prompt you to sell a stock in your portfolio?
32:36 Motilal Oswal Flexicap had a tough stretch from 2018 to 2022 but bounced back strongly in 2023 and 2024. The Midcap and Large & Midcap Funds have also been stellar performers over the past few years. What factors supported this turnaround?
35:22 How do you select a stock?
38:05 The mid and small-cap segments are currently showing signs of overvaluation, how are you planning to manage your midcap fund going forward?
41:31 What's driving this strong conviction in IT?
45:19 Your ELSS Fund has one of the most concentrated portfolios in its category, with nearly half of the fund allocated to mid and small caps. Given that these segments have already rallied by over 30%, are you considering a shift in your allocation strategy moving forward?
46:40 It's interesting that in 2024, your ELSS Fund had an 80% overlap with the Large and Midcap Fund. With recent changes in the budget affecting the ELSS category, do you think they still make a strong case for investors?
47:34 You've recently launched a Business Cycle Fund, which invests across sectors based on economic cycles. Could you explain how the strategies and objectives differ from the Flexicap Fund?
49:20 Do you think rule-based strategies are becoming more effective at predicting sector trends compared to traditional methods?
52:45 Close

Don't miss this deep dive into the mind of one of India's leading investment professionals!

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