Nilesh Shah Expects Double-Digit Returns in Samvat 2082: Time to Deploy Capital
Samvat 2081 hasn’t been the best for the Indian stock market, which 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 believes it’s a good time to deploy cash.
Expecting Robust Growth in the Second Half of Samvat 2082
‘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 more attractive due to the drawdowns. ‘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.
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.
Investing in India: A Long-Term Perspective
For Indian investors, it’s essential to have a long-term perspective when investing in the stock market. Investing in India can be a rewarding experience, but it’s crucial to be patient and disciplined in your approach. With the right strategy and a long-term perspective, investors can navigate the ups and downs of the market and achieve their financial goals.
Conclusion
In conclusion, Nilesh Shah’s expectations of double-digit returns in Samvat 2082 are based on attractive entry-level valuations and potential tailwinds from foreign investors. As the Indian stock market gears up for a new year, investors would do well to keep a close eye on the market trends and be prepared to deploy capital at the right time. With a long-term perspective and a disciplined approach, investors can make the most of the opportunities available in the Indian stock market.
