Top Tweets for #EnvisionCapital
#EnvisionCapital's #NileshShah bets on lesser-known themes for Samvat 2083; here's what he said
https://t.co/U9Js65Xh3n
#MahuratTrading | As markets celebrate the new Samvat with Mahurat Trading, #EnvisionCapital’s Nilesh Shah calls Q2 a blowout quarter, with several portfolio companies delivering strong performance
He sees opportunities in the music space, remains constructive on Saregama, and believes the key challenge for IT companies is growth, not survival
Large-Cap Stocks: Nilesh Shah Sees Attractive Valuations In These Two Bellwether Stocks
Watch: https://t.co/VoOrrVoGHD | #LargeCapStocks #RelianceIndustries #HDFCBank #NileshShah #EnvisionCapital #IndianStockMarket #LargeCapInvesting #BusinessToday
@shail_bhatnagar
Are SIP Investors Bailing Out FIIs? Nilesh Shah Explains India's Financialisation Trend
Watch: https://t.co/VoOrrVoGHD | #SIP #SIPInvestments #FIIs #FIISelling #DomesticInvestors #IndianMarkets #NileshShah #EnvisionCapital #BusinessToday
@shail_bhatnagar
Nilesh Shah On Why Earnings Growth Matters More Than FII Flows For India's New-Age Stocks
Watch: https://t.co/VoOrrVoGHD | #FIISelling #FIIOutflows #IndianMarkets #StockMarket #NileshShah #EnvisionCapital #EarningsGrowth #BusinessToday
@shail_bhatnagar
Envision Capital's Nilesh Shah bets on OnEMI and Milky Mist for their strong growth potential
https://t.co/StsXFmAOTQ
#EnvisionCapital #OnEMI #MilkyMist #StockMarket #InvestmentIdeas
#MarketOutlook | D-Street: Muted Start To Trade
Nilesh Shah Of #EnvisionCapital To @CNBCTV18News
- Strong case for positive earnings momentum post supportive policies
- Expect reforms soon to boost #manufacturing
- Cautious on #Metals; Expect price consolidation
- Like domestic & international opportunities in GLP-1
@Reematendulkar @Nigel__DSouza @blitzkreigm #CNBCTV18Market #StockMarket #DalalStreet
WATCH: https://t.co/glvLP5o7fv
#OnETNOW | Nilesh Shah of Envision Capital bets on defence, energy, and aspirational consumption, expects largecap comeback, but sees no clarity on IT earnings yet
#NileshShah #EnvisionCapital #IndiaMarkets #DefenceSector @CapitalEnvision
#AI wave exposes ‘structural cracks’ in #IndianIT; #EnvisionCapital’s Nilesh Shah warns of slow pivot
@Reematendulkar @_prashantnair
https://t.co/OFJHUvX1C3
#OnCNBCTV18 | Valuations have come off to historical averages, a lot of mid-small caps now at 12-13 PE ratios with growth at 20%
FinTech may face further headwinds. Many mid & small caps have dropped around 50% from their 52-week highs
Nilesh Shah, #EnvisionCapital to CNBC-TV18
#BudgetWithCNBCTV18 | We ought to rationalise or eliminate long-term #capitalgainstax, foreign investors have been on a selling spree for the last 5 years
Need to think beyond PLIs now, should look at employment-linked incentives instead
#NileshShah, #EnvisionCapital, puts forward his expectations from the #Budget2026
What does #EnvisionCapital's Nilesh Shah think about the impact of #GST rationalisation?
Read: https://t.co/3HoA4e1EUS
There will be a period of consolidation before the markets develop a sense of direction, says #EnvisionCapital's Nilesh Shah.
Read more ⬇️
https://t.co/k1vS2bPtdn
Indian market correction is temporary, not a bear phase, says #EnvisionCapital's #NileshShah
Tap in to know more👇
https://t.co/uWh7KdB5pA
@Nigel__DSouza @blitzkreigm
#Budget2025 | ‘The #budget has been positive for #consumption and #insurance sector,’ says Nilesh Shah, MD & CEO of #EnvisionCapital.
#BudgetWithCNBCTV18 #BudgetSession2025 #CNBCTV18LIVE #FinanceMinister #NirmalaSitharaman
Why urban slowdown is not that bad?
#EnvisionCapital's Nilesh Shah explains.
Read more: https://t.co/ZbDD0ltT7f
There's a need to differentiate between two classes of Indian IT companies, according to #EnvisionCapital's Nilesh Shah.
Read: https://t.co/P1TiIGPY6i
#BudgetWithCNBCTV18 | Valuations for PSU stocks look challenging says Nilesh Shah of #EnvisionCapital. Dharmesh Mehta of #DamCapitalAdvisors says there is still plenty of appetite for PSU stocks #CNBCTV18LIVE.
@_prashantnair, @Reematendulkar, @SurabhiUpadhyay, @Nigel__DSouza
Talking Point | What is the impact of weak global cues on Indian market?
#EnvisionCapital’s Nilesh Shah shares his view along with top sectoral bets. #BQLive @CapitalEnvision @niraj_shah
https://t.co/pUhql9CjBC
IT space will make a strong comeback in the next three quarters. IT valuations are perfect for growth investing, says Nilesh Shah.
Read in detail 👇
https://t.co/RVmutxjVdx
#IT #EnvisionCapital #NileshShah @CapitalEnvision
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