Don’t think 20-30% return is a birthright; time to go long on gold and neutral weight on equity: Nilesh Shah

Nilesh Shah, MD of Kotak AMC, points to India as a promising investment option amidst global instability. He advises investing in long-duration assets and gold, staying neutral on equities with a tilt towards large caps, and expects near-term volatility but long-term growth. Shah warns of moderated returns and the importance of sound asset allocation.