Where does Nilesh Shah of Kotak AMC invest? | Market ki baat with Nilesh Shah
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- Опубликовано: 6 авг 2024
- Where does Nilesh Shah of Kotak AMC invest? | Market ki baat with Nilesh Shah
In this captivating RUclips 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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Im in love with this man - Mr. Nilesh Shah..
I now take the oath to listen Mr. Nilesh Shah on all platforms im able to..
Thank you Neeraj.. What a gem .
साधुवाद!
नीरज जी, यूँ ही खुदरा निवेशकों के लिए अपने ज्ञान के अमित भण्डार से विभिन्न पकवान परोसते रहिए और हम रसास्वादन करते हुए अपने समग्र विकास पर केन्द्रित रह सकें। धन्यवाद।
ज्ञान के भंडार और विनम्र व्यक्तित्व के नीलेश शाह के बहुमूल्य अनुभवों से सीखने का अवसर देने के लिए आपका साधुवाद 🙏🙏
At least 1.5x recommended. Thanks btw for inviting him.
@Neeraj Thank you so much for hosting Mr Nilesh Shah sir. It was such a nice episode in the history of Groww for me which I was thinking It should never end. It was so simple but yet impactful.
Nilesh sir simplicity was on another level.
I am feeling very blessed just watching this video.
A lot learning.
Thank you Nilesh sir for coming to Groww channel and lot thanks to Groww team🎉❤
Thanks sir jiiii very useful session sir ka nagpur me chitanvis hall me hua interview dekha tha
Grateful for your trust. Thanks for being part of my community.
I appreciate Nelesh ji for his words, experience and explanation
Loved it ❤
when ever i listen nilesh sir speech in the next day i have allocated more money in equity market. thank you grow to bring this man . please continue in future.
So good to hear u sir...no one can explain the way you do...u make the investment process so easy and simple
dear Neeraj, Wonderful job by bringing such a talent to your show and getting their thought process and Nilesh Shah is very special not because of his knowledge but the way he explains in the common man language very nice now i will to continue to watch your full program.
One of the best persons in the industry. Mr Nilesh Shah!
Excellent job done please keep it up teaching is best gift
Thank u Groww.. Thank u Nilesh sir ❤
Very nice learning and motivation.Thank you shah and anchor.
One of the best conversations, really good for retail investors
Thanks Grow
Neeraj u rock...such a simple yet nice interview with Nilesh Sir...very useful for retail investor.
Interesting deliberations. Informative discussion. Good Job by Groww.
Mr. Nilesh.......Sir .....RESPECT..
Absolutely love Nilesh Sir. ❤
Really wonderful discussion.
Jai jinendra .Mota bhai very big fan
Useful information sir thanks
Bahat accha episode Neeraj sir and Nilesh sir.
Good Show....Neeraj ji & Nilesh ji
Fantastic... Passaionate Hosting and Replys by both of You... Keep going. Thanks :)
We learn a lot from Nilesh Sir.
Wonderful Episode ❤
awesome explain ❤
Wao ! Thanks for this amazing video !!
Very good summary and discussion Neeraj. Great work ! Kudos !
Simplicity makes us learned
The best ever 👏👏👏👌🙏
Great as always! Nilesh sir is a gem
Quick question: how do we approach grow to become our financial advisors? Portfolio size is big
Very good interview
Very good interview. I viewed it some 3 times as I am week in Hindi. But it has given me deep insight as he was delivering in English through in channels. Since you are talented, Neeraj Bhai, you could suck out the pulp.
Nilesh sir ji financial markets ka good of father he🙏
Nilesh sir your last suggestion is touching that is do today for the future of your offsprings.
Thanks Groww 🙏🙏
🙏
Finally is back 🎉🎉
Very nice video 👍
HI Niraj, Great initiative by Grow to enhance educational awareness about in our country. I heartily congratulate Grow for that.
I have a question what will be the future for green energy sector in India. Which will be emerging players in small, mid and large cap where we can see substantial multibagger stocks in coming future.
Regards,
Prashant.
❤❤
No 1
This is the question to Nilesh Shah ji, I donot know but when I am next in India would like to have a cup of tea with him if his diary permits ? Timeline I am not sure could be six months or over an year ...
please make some videos on HFT firms.
Hello sir ukrain nato me samil hone ja rha h uske bad russ se badla lega to wo bda region nhi h market correction ka please reply me
Sir groww chart layout bhi update karo plz
If i hav 10 lac lumpsum to invest now, how can I diversify my investment portfolio? Advice pls
promoter keyse analyse kare hum retail investors
How to SIP IN STOCK
Groww app se
Main points ...do sip...
Please bring someone from ppfas
Please bring BASANT MAHESHWARI SIR on the show.
Sir. Why u wear this headset always
Best part is 55.3 to 56.3 minutes part.
pls introduced rajeev thaker sir
गिरते हैं शहसवार (घुड़सवार) ही मैदान-ए-जंग में, वो तिफ़्ल (छोटा बच्चा) क्या गिरे जो घुटनों के बल चले।
Boss , stay with question , your question are partly answered , don't come with list of question and tick it one after one .
Interview lene wale ko bhi knowledge hona behad zaruri hota hai….ek achche discussion ke liye
@@princetonacademy6385😂
@@princetonacademy6385He is Chartered Accountant,but kis baat ki ghaai hai pata nahi
Sir mera groww app login nahi kar pa raha hu har bar two factor authentication expired please verify again try dikha raha hai kise verify hoga please help
Hello Rohit,
You can reach to our support team on +91- 9108800604.
Read more on the same here: groww.in/blog/groww-helpline-number/
Thanks!
Jai Hind karne ke pehle hamare Wrestlers ke protest ki baat kar liya karo.
Nilesh Bhai puts Gujarati words in Hindi. His mind still works like a Gujarati businessman😂
Aur woh HDFC Bank investor hai Radhakishan Damani ji..😅
Groww marchandise kb dega 😅
He invests in ipl Tendulkar chavva Mara sehvag chekka Mara aur rahul dravid 0 zero mara, ye sir sirf batting ki batsman ki baat karre Agar bowler bouncers dalra tu kya karna nilesh Bhai, aur Agar rain agai tu kya karna chaiye malesh bhai
@neeraj: dont put your head down, when guest in speaking, it looks very very bad to viewers who are watching this videos. It makes us feel as though you are least bothered of the answers which guest in giving, rather you have list of questions, which you want to speak out. Check with some otherviewer also, it really irritates viewers
I write the points from the speaker's answers to ask follow-up questions. i Don't follow the list of questions rather create questions from the answers of the previous question for that i have to note the answers.
ST might have made maximum 100 and maximum run, but is not the great player
Not worth....bahut hi diplomatic answer he is giving. Retailers knows all these philosophy . But what he needs is clear cut answers.
Right
Call someone from Axis AMC call Shreyash Devalkar this kotak guys are pretty average
Okay mr. Expert.
@@sahil_Sharma007 ok boi
Thai session is better than so many stock market paid courses .
Why this man talk like a ROBOT ?
This guest is the worst till now. His reply to question are not clear and quoting irrelevant examples. Don't call this guest again