A Fireside Chat was conducted with Mr. Nilesh Shah, CEO of Kotak Mahindra AMC, to discuss India’s economic outlook, market opportunities, and investment themes. Mr. Shah emphasized the importance of earnings growth in driving market performance and highlighted the potential of consumer discretionary sectors as domestic demand strengthens. He shared his views on opportunities across travel, hospitality, dining, home improvement, and consumer durables, while also discussing the investment case for gold and silver.

Link to the full conversation: https://youtu.be/Rs-Aw7xWxLA?si=AJVcIKF6-j7TqViY