Nilesh Shah

The writer is managing director, Kotak AMC Ltd.

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More From Nilesh Shah

Rupee-backed stable coin: An idea whose time has comeSubscriber Only

August 16,2025 16:26:30 PM

India can roll out a crypto-backed currency in three phases, and see substantial benefits — risks notwithstanding

Sat, Aug 16, 2025

Union Budget 2025 will spur domestic flows to capital market, improve corporate profitsSubscriber Only

February 01,2025 19:46:12 PM

It has delivered on fiscal prudence, with an eye on growth and encouraging positive domestic investor sentiment

Sun, Feb 02, 2025

Five market movers in 2025Subscriber Only

January 01,2025 07:30:09 AM

Our markets are a long-term value creator and every correction will be a great opportunity to enter with moderate return expectations.

Wed, Jan 01, 2025

‘Focus is on being future-ready by investing in education, employment, skilling’Subscriber Only

July 24,2024 03:09:27 AM

The biggest takeaway from the Budget was the continuing focus on fiscal consolidation with the targeted fiscal deficit going down to 4.9 per cent of the GDP.

Wed, Jul 24, 2024

Union Budget 2024-25: On building Viksit Bharat, government walks the talkSubscriber Only

July 23,2024 20:16:53 PM

It focuses on sustainable and productive expenditure while maintaining fiscal prudence, and also promotes manufacturing while making employment generation a priority

Tue, Jul 23, 2024

As the election results come in, an agenda for the next governmentSubscriber Only

June 04,2024 16:33:29 PM

It should aim for a rapid increase in per capita GDP through accelerated, inclusive and environmentally sustainable growth

Wed, Jun 05, 2024

Nilesh Shah writes: Budget 2023 underlines a philosophy of ‘under promise and over deliver’Subscriber Only

February 01,2023 21:18:31 PM

The headline numbers – growth expectations of revenue and expenditure at around 11 per cent -- are credible. The fiscal deficit at 5.9 per cent of GDP of FY 24 appears to be in line with market expectations

Wed, Feb 01, 2023

An Expert Explains: Key impact on energy prices; must follow asset allocation basicsSubscriber Only

February 25,2022 03:23:01 AM

Russia-Ukraine conflict: 'No one knows where the bottom is — it will all depend on how the war unfolds, and when it ends. Hence, investors need to follow the basics of asset allocation.'

Fri, Feb 25, 2022

The mobile phone sector has lessons for India’s economySubscriber Only

January 20,2022 04:30:58 AM

🔴 Nilesh Shah, Pankaj Tibrewal write: A judicious mix of protection and incentives has helped expand India’s manufacturing base. That model must be expanded to more sectors

Thu, Jan 20, 2022

An Expert Explains: Road to India’s economic recovery from Covid-19 pandemicSubscriber Only

December 21,2020 04:08:46 AM

Ahead of the Budget, one of India’s top capital markets experts writes an open letter to Finance Minister Nirmala Sitharaman, listing a dozen ways to raise funds to finance India’s recovery from the pandemic.

Wed, Dec 23, 2020

An Expert Explains: The road to economic recoverySubscriber Only

November 02,2020 02:00:27 AM

The return of economic activity and declining active Covid-19 cases in India have raised hopes of recovery. Yet a second wave in Europe and US raise concerns. What is the way forward for businesses and investors?

Mon, Nov 02, 2020

coronavirus lockdown, economic slowdown lockdown, sensex shares, stock market, shares update, covid pandemic, indian express explained,

An Expert Explains: Why Indian markets are rising despite the Covid-19 pandemicSubscriber Only

July 17,2020 04:21:38 AM

The coronavirus is spreading, there are very few green shoots, lockdowns are getting increasingly local, and yet the markets are rising. What this means for the nation’s economy — and your money. Nilesh Shah explains

Wed, Jul 22, 2020

elections, lok sabha elections, markets, dalal street, indian markets, polls, poll results, government, gdp, economy, gst, indian economy, demonetisation, rbi, monetary policy, indian express news

History headline: Reading elections on Dalal StreetSubscriber Only

March 31,2019 01:50:08 AM

Today, the market is pricing in a reform-oriented, stable government pivoting around one national party, and so, there will be material move on the day of the poll result if the actual result ends up being different.

Sun, Mar 31, 2019

interim budget 2019, piyush goyal, narendra modi, narendra modi government, lok sabha polls, assembly elections, us india business council, usibc, nisha desai biswal, indian economy, economic growth, consumer spending, farmers, pension scheme, indian express news

A budget for Bharat and IndiaSubscriber Only

February 05,2019 00:45:02 AM

Both fiscal prudence and growth have remained priorities.

Tue, Feb 05, 2019

arun jaitley, gdp, india gdp, india growth rate, finance ministry arun jaitley, jaitley, protectionism india, india inflation, india news, indian express

Union Budget 2017: More money with people will boost consumptionSubscriber Only

February 05,2017 01:28:38 AM

The finance minister also lowered tax rate, leaving more money into the hands of taxpayers to give consumption a boost.

Sun, Feb 05, 2017

Domestic markets, FII, private equity funds, foreign institutional investors, exchange-traded funds , provident fund investment, the indian express

Domestic markets continue to fare better against global peersSubscriber Only

October 30,2015 02:04:03 AM

The economy should be able to overcome the US Fed rate hike and some rebound in commodities.

Fri, Dec 25, 2015

A few right stepsSubscriber Only

December 26,2011 03:58:30 AM

What we should do to retrieve the India story

Mon, Dec 26, 2011

Its execution time nowSubscriber Only

March 01,2010 01:19:11 AM

The budget has managed to walk the tightrope between divergent objectives growth,inflation and fiscal prudence quite well. Now let actions match words....

Mon, Mar 01, 2010