Where to invest after an asset bubble bursts? Nilesh Shah of Kotak makes the case for public markets
India — direction and magnitude withheld
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Key takeaway
Asset bubble burst triggers debate: Kotak Mahindra AMC argues for public market allocations, Multiples Alternate Asset Management for private market control.
- Step 1 · The triggeran asset bubble burst depresses public market valuations, raising expected forward returns for listed equities
- Step 2 · Knock-onimproved risk-reward in public markets attracts capital inflows to equity mutual funds and listed shares, benefiting fund managers like Kotak Mahindra AMC
- Step 3 · Reaches youIndian SMEs with surplus cash or treasury operations see better options for deploying funds in public markets, potentially improving their risk-adjusted returns
The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.
Source: IN:Economic Times
See what today’s news does to your business. Atri by Branch² — Early-warning intelligence for your businessThis is automated analysis for information only. It is not investment advice, not a recommendation, and not a solicitation to buy or sell any security. Branch² is not authorised or regulated. Do your own research.