Nilesh Shah says over-7% growth looks certain this year
In short
Kotak Mahindra AMC MD Nilesh Shah said growth momentum continued in Q2 and that this year’s growth looks above 7%. He also warned that oil prices, inflation and supply-chain problems could hurt next year.
This matters because those risks can affect markets and the economy. The reporting does not give his full forecast or say how much oil prices need to fall.
What the reporting says
Kotak Mahindra AMC MD Nilesh Shah said growth momentum continued in Q2 and that over 7% growth looks certain this year, according to CNBC TV18 summaries. He also flagged oil prices, inflation and supply-chain disruptions as risks for next year. The reporting does not say what assumptions drive the forecast or how much oil prices must fall.
Why it matters
Kotak Mahindra AMC MD Nilesh Shah said growth momentum continued in Q2 and that over 7% growth looks certain this year, based on CNBC TV18 summaries. He also flagged oil prices, inflation and supply-chain disruptions as risks for next year. The note links the outlook to broader market and macro conditions, but it does not give his underlying model or detailed targets.