The ET Alpha Wealth Summit 2.0 kicked off on Thursday with Nilesh Shah of Kotak Mutual Fund highlighting where institutional investors, family offices and long-term capital are finding opportunities, and how emerging investment trends could shape portfolios before becoming mainstream.
Speaking on global capital flows at the summit, Shah said the global economy has remained fragile over the past six years, beginning with the Covid shock and followed by an inflation surge. “First COVID came and hit, and then the inflation cycle went out of control,” he said.
