ovas bakshi

RT’s are not endorsements. Views are personal.

[Kotak Mutual Fund @KotakMF]

We are delighted to announce the opening of our new branch in Jalandhar! 🎉

Continuing our journey of being closer to you and making investing easier.

#NewBranch #BranchOpening #mutualfund

[Kotak Mutual Fund @KotakMF]

India is moving from “save first, spend later” to “borrow first, live better.” In this video, we decode our research note on India’s rising household debt, what’s driving it, where the money is going, and whether this credit boom signals prosperity or peril.

Watch the podcast in Hindi: https://t.co/Pj0D0WXREM

hashtag#DebtToGDP hashtag#MacroOutlook hashtag#IndianHouseholds hashtag#BorrowingFirst hashtag#Loans

[ovas bakshi @OBakshi]

#MonetaryPolicy #KotakMF

[Kotak Mutual Fund @KotakMF]

Highlights of RBI’s Monetary Policy August’26

#RBIPolicy #MonetaryPolicy #Inflation #GDP #RepoRate

[Kotak Mutual Fund @KotakMF]

. @NileshShah68 shares how the Kotak Diversified Equity All Cap Omni FOF NFO aims to simplify equity investing by bringing active and passive strategies together under one professionally managed solution.

NFO period 5th August to 19th August 2026

Click here for detailed presentation: https://t.co/ofmrUqQ1W1

Invest now: https://t.co/2UDb2KuJfr

#KotakDiversifiedEquityAllCapOmniFoF #KotakNFO #NFO #MutualFunds #Investing #EquityInvesting #AssetAllocation #FinancialPlanning #WealthCreation #LongTermInvesting

[Kotak Mutual Fund @KotakMF]

Saluting the heroes who made the ultimate sacrifices so our future could stand strong. Jai hind!

#KargilVijayDiwas2026 #IndianArmy

[Kotak Mutual Fund @KotakMF]

Key Highlights:
- US Core CPI inflation eased from 2.9% in May to 2.6% in June, pulling the US 10-year Treasury yield lower from ~4.62% to ~4.53%.
- The sovereign curve remained range-bound within 2-8 bps, supported by strong demand, RBI liquidity measures, and expectations of higher foreign participation due to inclusion in Bloomberg aggregate Emerging Market bond Index.

Read here: https://t.co/edOlnx3lS1

#FixedIncome #BondMarket #USInflation #CoreCPI #USTreasury #SovereignBonds #RBI

[Kotak Mutual Fund @KotakMF]

Here’s our Macro Pulse report, featuring key macroeconomic trends and market insights.
Key Highlights from July'26 Edition:
📌Services demand remains strong, supported by PMI Services at 59.8 and services credit growth of 20.5% YoY.
📌Consumption stays resilient, with passenger vehicle sales growing 27.3% YoY, reflecting healthy underlying demand.
📌Debt market outlook remains favourable, aided by relatively lower crude prices and robust FPI debt inflows of ₹55,518 crore in June 2026.

Read here: https://t.co/shRAuEEB7R

#MacroPulse #Macroeconomy #EconomicOutlook #MarketInsights #IndiaEconomy #InvestmentInsights #FixedIncome #DebtMarkets

[Kotak Mutual Fund @KotakMF]

We set a new record, again!

Kotak Mutual Fund has set a new record with 3,471 units of blood collected across 114 locations in India. A proud milestone that reflects the power of collective action and the spirit of saving lives, mutually.

@NileshShah68 @kinjalshah123 @OBakshi @upadhyayaharsha @Deepak021179 @AttalVishal @manminder26 @chithra76 @DhatwaliaDeepti @sachinamusood @shibani_kurian @ABisen27 @indiabookrecord

#LetsSaveLivesMutually #BloodDonationDrive #AsiaBookOfRecords #IndiaBookOfRecords

[ovas bakshi @OBakshi]

#LetsSaveLivesMutually
#KotakMF #BloodDonation

[Kotak Mutual Fund @KotakMF]

Our Pan-India Blood Donation Drive is in action across locations today.🩸
We’re honoured to have Mr. Ashok Vaswani and @NileshShah68, supporting our Blood Donation Drive.
Every donation matters, do your bit and help save lives.

Let’s Save Lives Mutually

#BloodDonation #DonateBlood #SaveLives #EveryDropCounts #LetsSaveLivesMutually

[Kotak Mutual Fund @KotakMF]

We are pleased to announce the opening of our new branch in Surat.
This marks another step forward in strengthening our presence and staying closer to investors and partners.

📍 Visit us at our new Surat branch.

@NileshShah68

#Surat #NewBranch #InvestorConnect #ExpandingPresence

[Kotak Mutual Fund @KotakMF]

Built to keep pace with the ever-changing market's ups and downs, Kotak Multi Asset Allocation Fund is a smarter way to manage risk without compromising growth potential.

Invest now: https://t.co/tIWla7srsf

#KotakMultiAssetAllocationFund #AssetAllocation #MultiAsset #Diversification #Equity #Debt #Commodities #LongTermInvestment

[Kotak Mutual Fund @KotakMF]

Coal Isn’t Just Fuel Anymore
From power generation to industrial feedstock, coal gasification is transforming how India uses its most abundant resource.
It’s not just about energy; it’s about reducing import dependence and reshaping industrial growth.

Watch the podcast to know more: https://t.co/G7BO576IX9

Read the full blog to understand this structural shift: https://t.co/t2wL5B0tCy

Watch the podcast in Hindi: https://t.co/vCgFp0NOKw

#CoalGasification #EnergyTransition #IndiaEconomy #IndustrialGrowth

[Nilesh Shah @NileshShah68]

While we may not have the size, our asset allocation speaks for itself.

This performance is due to our overweight call on precious metal in FY 26.

Do check our latest asset allocation at https://t.co/nf5VsnG8zk

[Kotak Mutual Fund @KotakMF]

Bonding With Bonds: What RBI’s Dividend Could Mean?
A higher RBI dividend could ease government borrowing pressures and support fiscal consolidation.
This “Bonding with Bonds” note breaks down the implications for the economy and bond markets.

📊 Read the full report to understand the impact:https://t.co/m1iRWCRBQ5

#BondMarket #FixedIncome #RBI #MacroInsights #BondingWithBonds #RBINews

[Kotak Mutual Fund @KotakMF]

An insightful evening on today’s market scenario, candid views from Mr. @NileshShah68, Mr. @upadhyayaharsha, Mr. @Deepak021179 and Mr. @OBakshi to help our partners navigate markets with clarity, manage global volatility, and spot opportunity in uncertainty.

#PartnersInProgress #Leadership #MarketInsights #InvestmentPhilosophy

[Kotak Mutual Fund @KotakMF]

Gold, Behaviour & Policy: A Changing Equation
In his latest article in @IndianExpress, @NileshShah68 shares his perspective on how a shift in mindset around gold consumption could mark an important inflection point for India’s economy and savings behaviour.

📖 Read the full article.

#NileshShah #IndianExpress #Gold #SavingsBehaviour #IndiaEconomy

[Kotak Mutual Fund @KotakMF]

Key Highlights:
- The US 10‑year Treasury yield eased to around ~4.38% from ~4.45% during the week, retreating from recent highs as markets recalibrated growth and inflation expectations. A steady but slightly cooling labor market, with unemployment near 4.3%.
- India’s 10‑year G‑sec yield eased to ~6.98% from ~7.01% as Brent crude fell below ~$95 Per barrel from ~$110 Per barrel.

Read here: https://t.co/JwfgqBBL4h

#BondMarkets #GlobalYields #InterestRates #FixedIncome #IndiaBonds #GSec #MarketUpdate

[Kotak Mutual Fund @KotakMF]

How did equity exposure change as markets moved?📊
Market corrections and volatility often test portfolio positioning, and net equity levels reflect how funds navigate these shifts.
See how equity exposure aligned with recent market movements.

👉 Read the detailed update: https://t.co/qdB6Xdh0L8

#NetEquity #MarketUpdate #InvestSmart

[Kotak Mutual Fund @KotakMF]

The wait is over.
Tune in at 4 PM for the May Market Outlook with @NileshShah68, bringing you timely perspectives to navigate the markets.

👉 Join the session: https://t.co/HvD4h4Udp7

#LiveToday #MarketOutlook #MarketUpdate #MarketInsights

[ovas bakshi @OBakshi]

@airindia Flight is today - 10:25
Need boarding pass

[ovas bakshi @OBakshi]

@airindia @TataCompanies Not able to check in online. Spoke to Sumit kumar at the call centre. Says get the boarding pass at the airport. Has No Clue where Air India counter is at T 2. #TerribleExperience