Nilesh Shah on Volatility, Gold, INR & India’s Future | London Business School India Conclave 2026

Описание: Markets today are more volatile than ever—driven by interest rate cycles, geopolitical tensions, and global capital flows.

In this fireside chat, I sit down with Nilesh Shah, MD & CEO of Kotak AMC, to break down how investors should think about volatility, value, and the future of Indian markets.

🔑 Key topics we cover:

What really drives volatility in markets
Why “value doesn’t move with events—price does”
India’s long-term growth story (Entrepreneurship, Infrastructure & Capital)
Gold vs Silver: Why central banks are buying gold
INR depreciation and how investors can protect their wealth
Asset allocation strategies for the next 1, 5, and 10 years

💡 One of the biggest takeaways:
Volatility is not something to fear—it’s something to understand and navigate.

If you’re serious about investing, markets, or India’s growth story, this is a conversation you don’t want to miss.

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