Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah

August 11, 2025

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 from smaller towns, mirroring the evolution of the Indian cricket team. Kotak Mutual Fund favors domestic consumer discretionary sectors, anticipating growth from tax cuts and potential GST rationalization, prioritizing bottom-up stock ideas.

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