Investors must moderate return expectations, stick to asset allocation: Nilesh Shah

June 30, 2025

Nilesh Shah of Kotak AMC remains optimistic about consumer discretionary spending, citing tax rebates, reduced EMI burdens, and the upcoming 8th Pay Commission. He favors midcap IT leveraging AI and consumer discretionary over staples, driven by increased focus on healthcare, travel, and QSR. While IPOs and promoter stake sales offer market supply, selective investment is crucial.

More To Explore

Cupid shares gain 2% as firm raises FY27 guidance, expects Q1 revenue to top Rs 150 crore

Cupid shares gained 2% as the company anticipates a record Q1 FY27 revenue exceeding Rs 150 crore. Buoyed by strong market visibility, Cupid has boosted

July 1, 2026

KPIT Tech shares hit 10% lower circuit as company expects Q1 revenue decline, sharp hit to margins

KPIT Technologies shares plunged 10% after the company warned of a revenue drop in Q1 FY27, citing unexpected actions from European automakers. While short-term performance

July 1, 2026

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information.

The information on this website does not constitute investment advice or a recommendation or a solicitation to engage in any investment activity. This website and its content are not intended for residents of the UAE, US, Canada, Australia, UK, Russia, North Korea, China, Japan, Hong Kong, Singapore and Iran.

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003