Time To Deploy Capital: Nilesh Shah Expects Double-Digit Returns In Samvat 2082
Samvat 2081 hasn’t been the best for the Indian stock market, as it has faced multiple headwinds, including geopolitical uncertainty and tariff wars. However, as we gear up for Samvat 2082, Envision Capital founder Nilesh Shah is expecting double-digit returns and also believes it to be a good time to deploy cash.
Double-Digit Returns Expected
‘I won’t be surprised to see double-digit returns over the period of next year,’ Shah told NDTV Profit. ‘Expecting robust growth during the second half of Samvat 2082, which is essentially April to September 2026.’
Shah expects tariff-related headwinds to persist in the first half of Samvat, which constitutes a period between now and March 2026. However, he believes this could be an opportune moment for investors to deploy capital in the market, especially now that entry level valuations have become way more attractive due to the drawdowns.
Attractive Entry-Level Valuations
‘Outlook on the Indian stock market from short, medium and long term remains quite positive. Due to the drawdowns, entry-level valuations have become more attractive,’ he said. ‘From now to March 2026, expect tariff tantrums to still play a key role. This period between now to March would get me used to deploying capital,’ he added.
Equity Markets To Return In A Big Fashion
While safe-haven assets such as gold and silver have ruled the roost in Samvat 2081, Nilesh Shah believes equity markets will return in a big fashion in the coming year. Shah adds that the equity markets will be supported by lower interest rates and the government’s push for capex, among other things.
He even believes that foreign investors, who are underweight on India, can act as tailwinds for Indian markets. ‘Foreign portfolio investors or international investors are very underweight on India compared to global benchmarks. And that is another thing that can act as a tailwind for the markets,’ he said.
Investment Strategy For Samvat 2082
For investors looking to deploy capital in the market, Shah’s comments suggest that it may be a good time to consider investing in Indian equities. With attractive entry-level valuations and potential tailwinds from foreign investors, the Indian stock market may be poised for a strong performance in Samvat 2082.
However, it’s essential to keep in mind that the market is subject to various factors, including geopolitical uncertainty and tariff wars. Investors should always do their own research and consider their own risk tolerance before making any investment decisions.
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Conclusion
In conclusion, Nilesh Shah’s comments suggest that Samvat 2082 may be a good time to deploy capital in the Indian stock market. With attractive entry-level valuations and potential tailwinds from foreign investors, the market may be poised for a strong performance. However, investors should always do their own research and consider their own risk tolerance before making any investment decisions.
