Bullish on capital & industrial goods | Nilesh Shah, MD, Kotak AMC

Speaking to ET NOW, Nilesh Shah said that India has downside protection due to inherent fundamentals. According to him, Buy on dips will be a good strategy in the current situation. He's bullish on capital & industrial goods and believes there are better days ahead for capital goods."We are in a far better position than the rest of the world. Don't get too fearful when the markets are falling," he added. Tune in to ET NOW to watch the full interaction.