Kotak AMC’s Nilesh Shah backs public markets after bubble bursts
In short
Kotak AMC’s Nilesh Shah said public markets can be attractive after an asset bubble bursts. The reporting says he pointed to distressed valuations, and Renuka Ramnath said private markets can offer more control.
This matters for investors deciding where to put money after a bubble. The reporting does not name a specific market move, price level, or date.
What the reporting says
Kotak AMC’s Nilesh Shah said public markets can offer opportunities after an asset bubble bursts, according to the publisher summary. The reporting says he pointed to distressed valuations, while Multiples’ Renuka Ramnath highlighted private markets’ greater control and both stressed diversification, liquidity and risk management. What is still unknown is whether any specific market, asset class or time frame was named.
Why it matters
The publisher summary says Kotak AMC’s Nilesh Shah argued that public markets may become attractive after an asset bubble bursts because valuations can turn distressed. It also says Multiples’ Renuka Ramnath emphasized private markets’ control benefits, with both speakers highlighting diversification, liquidity and risk management. The reporting does not identify a specific bubble, sector, or security, so the immediate market impact is unclear.