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

Economic Times 3 hrs ago·30 Sept 2026, 1:23 pm

Kotak AMC’s Nilesh Shah says public markets can offer opportunities after asset bubbles burst, as distressed valuations emerge. Multiples’ Renuka Ramnath highlights private markets’ greater control, while both stress diversification, liquidity and risk management across investment portfolios.

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