Nilesh Shah, Managing Director of Kotak Mahindra AMC, cautions that maintaining high return expectations like those seen in Samvat 2080 may lead to disappointment in Samvat 2081. Following disappointing Q2FY25 earnings, he anticipates a recovery in the second half of FY25, emphasizing that foreign portfolio investment will continue if India demonstrates strong earnings growth and governance. Despite significant FPI selling in October, Shah believes that markets will always face challenges, but investors can profit by navigating these uncertainties.
