The Economic Times

ET Alpha Wealth Summit 2.0: Bear markets can breed best investment ideas, says Nilesh Shah

Nilesh Shah from Kotak Mutual Fund highlights the advantage of bear markets in uncovering robust investment opportunities. He points out that India's growth potential surpasses that of South Korea due to its remarkable talent pool and infrastructure. Shah advises diversifying portfolios with alternative investments like SIFs, credit AIFs, and global funds, suggesting that 15% to 20% be dedicated to international assets.