When an asset bubble bursts, investors may find opportunities in public markets as distressed valuations emerge, according to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Company.
Shah made the case for public markets during the third edition of Kotak Private’s 'Take and Counter Take', where he debated the post-bubble investment approach with Renuka Ramnath, Founder, MD and CEO of Multiples Alternate Asset Management.
