Top Themes For Long-Term, Multibaggers & More | Nilesh Shah Of Envision Capital With Nikunj Dalmia скачать в хорошем качестве

Top Themes For Long-Term, Multibaggers & More | Nilesh Shah Of Envision Capital With Nikunj Dalmia

Market Makers: Where is the opportunity Emerging? Capex - The Big Theme For The Decade? Domestic Consumption Trends Upbeat? "Believe next multibagger may come from the manufacturing pack," Says Nilesh Shah. Will continue to hold IDFC First Bank. 1-3 Yr Strategy: Will look at capex oriented cos, realty & realty anc. 3-5 Yr Strategy: Specialised BKS, Fintech, consumer discretionary cos incl alcobev, luxury. Believe next multibagger may come from the manufacturing pack. Will look at a co in auto components segment in case there is a panic buying in market. Earnings have been ahead of expectations especially for smaller cos. Possible that markets could take a pause after the sharp run-up. Emerging headwinds: Rise in crude prices, rise in cost of commodities, rise in cost of capital. 'Believe India is up for really great times ahead, it is going to be India's decade'. 'Don't think it is still too late for those who missed the party'. Watch Nilesh Shah, MD & CEO, Envision Capital in Conversation With Nikunj Dalmia on ET Now. #nileshshah #nikunjdalmia #marketmakers #etnow Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com