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Nilesh Shah: Housing, construction & real estate to do well


ET NOW spoke to Nilesh Shah, MD, Kotak AMC who said we have seen Strong Redemptions In The Last 8 Months and there is Some Amount Of Profit Booking Evident. Nilesh is of the view that the Budget Removed Constraints Restricting India’s Growth Story but Implementation Key To The Success Of The Budget. “Housing, Construction, Real Estate are Poised To Do Well. The Affordability Of Homes and RERA have been Positive For The Realty Sector, “said Shah. He is Interested In Commodity Companies With Lower Leverage and sees a Sharp Recovery In Both Agricultural & Industrial Commodities. Listen in to know more!

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