Adani Enterprise is set to benefit greatly from 2025 to 2027 with businesses like Adani Airports and Adani Roads becoming independent companies. Effective debt management and strong cash flows are expected to drive further growth. Reliance Jio platforms may be listed in 2025, providing significant opportunities. The government plans substantial infrastructure spending, benefiting related companies.
Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah
Nilesh Shah of Kotak AMC emphasizes focusing on resilient companies with reasonable valuations amidst global uncertainties. He highlights India’s strong IPO pipeline driven by entrepreneurs
August 11, 2025