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Nilesh Shah, MD of Kotak AMC, analyzes market trends, suggesting a focus on stock picking and sector rotation. He advises moderate return expectations, favoring fixed income, gold, and silver for long-term investments. Shah notes subdued first-half economic indicators but anticipates improvement due to festive spending, weddings, and increased government spending.Nilesh Shah, MD, Kotak AMC, says there are still low floating stock counters in railways, defence, capital goods, and infrastructure, ...Read More >
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