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📈 Learn Investing and Personal Finance: https://www.upsurge.club/courses/stoc... In this podcast, we are joined by Nilesh Shah, Managing Director at Kotak Mahindra Asset Management, for an insightful conversation on markets, investing, and the economy. He shares his views on whether a 12% return expectation over the next 25 years is realistic and discusses if Indian markets will follow the trend of the U.S. markets. The conversation also touches on the Trump effect on India, the changing dynamics of the Chinese market, and the next big sectors that investors should keep an eye on. Nilesh Shah explains how retail investors can approach investing in today’s environment and shares his views on cryptocurrency, gold, and silver. He also compares smart beta and passive index funds, PMS versus mutual funds, and explains how liquidity is shaping the mutual fund industry. Toward the end, he offers practical advice on how to invest a lump sum of 10 lakhs wisely. This episode is full of simple, practical insights that every long-term investor will find valuable. Disclaimer: The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk. Join our community: https://t.me/upsurgecommunity Check out our Conversation with top Investors in India: • Podcasts Follow Us On Other Socials⚡ 🌐Our Website: https://www.upsurge.club/?invite=YUTB... 📈Instagram: / upsurge_club ✍LinkedIn: / upsurge-club 🐦Twitter: / upsurge_club Telegram Community: https://t.me/upsurgecommunity What is Upsurge.club? 🤔 We are a one-stop solution for learning trading, investing & finance from leading industry experts. Choose from our curated range of 250+ courses, along with live webinars and discussions, to stay one step ahead of your peers when it comes to stock market trading & investing. Start your stock market journey today with upsurge.club. 🚀 Timestamp: 00:00 Preview 01:35 Introduction 01:58 Is 12% return a fair expectation for the next 25 years? 06:36 Product Market US vs Service Market of India 10:52 The Trump effect on India 14:48 Understanding the Chinese market 18:55 The next big sectors to watch 23:20 How should retail investors invest? 28:40 Nilesh Shah on cryptocurrency 34:00 Nilesh Shah on gold 35:58 Nilesh Shah on silver 38:57 Smart beta vs passive index funds 42:40 PMS vs mutual funds 44:23 Discussing the growing liquidity in funds 47:08 How to invest 10 lakhs wisely? 48:33 Conclusion #upsurge #financiallyfit #screener #fundamentalanalysis #valuationary #basicsofstockmarket #stockmarketbeginners #stockmarket #investing