‘Invest in midcap, smallcap after the budget’, says Kotak Mahindra Asset Management MD, Nilesh Shah.
The biggest opportunity for India is China-plus-one, according to Nilesh Shah, managing director at Kotak Mahindra Asset Managemet Co., as he expects it to create manufacturing jobs.“We can create lots of manufacturing jobs by capturing China plus,” said Shah on the sidelines of BQ Prime's The India Opportunity Summit on July 13. "With 45% global capability centres operating from India, we are creating a record in service exports gro...