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Where to invest after an asset bubble bursts? Nilesh Shah of Kotak makes the case for public markets

·Economic Times·Impact 1/5 · Low

Nilesh Shah of Kotak Asset Management suggests that public markets can be a good place to invest after an asset bubble bursts. This is because the bursting of a bubble often leads to distressed valuations in public markets, which can create opportunities for investors. The idea is that public markets can offer a chance to buy assets at lower prices than before.

Read the source report: Economic Times →

Why it matters

Nilesh Shah of Kotak AMC believes public markets can offer opportunities after asset bubbles burst, as distressed valuations emerge. This could lead to attractive investment options for investors.

Market impact

Impact score
1 / 5
Market signal
Positive / risk-on
Category
Market moves
Model confidence
50%

Transmission channels

Asset bubble burst→Distressed valuations emerge→Investment opportunities arise→Public markets attract investors→Value investing gains traction

Likely winners & losers

Winners

  • Public equities
  • Value investors

Under pressure

  • Overvalued assets

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MeridStreet does not reproduce source articles. The summary and analysis above are generated by MeridStreet from public headlines and its own market model; the original reporting belongs to Economic Times. For information only — not financial advice.