| Title | : | What To Expect For Market From Union Budget 2022 | Nilesh Shah, MD, Kotak AMC |
| Duration | : | 19:36 |
| Viewed | : | 11,008 |
| Published | : | 19-01-2022 |
| Source | : | Youtube |
Speaking to ET NOW, Nilesh Shah, MD, Kotak AMC says the Budget needs to be pro-growth & hold a consumption story. Budget’s housing impetus will create multiplier effect. Budget 2022 should support India’s focus on ESG theme and some tax incentives are required for housing sector, he adds. He believes there is revival in Indian manufacturing sector. India can increase export market share. Midcap IT companies trading above largecap over growth hopes; will witness a time-bound correction. He sees value in capital goods & industrials space and says they are poised for good days ahead. Watch the full interview here to find out all about his views.
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