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AMISH SHAH
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...- Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's nextIndia's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan a...
- Nifty earnings growth slashed to 8.5% from 14%; no comfort in valuations still: Amish ShahBofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit exp...
- BofA sees foreign exodus from Dalal Street extending into 2027Indian stocks are underperforming globally. Foreign investors are unlikely to return before 2027 or 2028. This is due to earnings downgrade...
- Is Nifty's cheap-looking valuation a mirage? Why $100 oil could trap value huntersAnalysts warn India's Nifty valuations may be a mirage, with crude oil prices above $100 potentially triggering significant earnings downgr...
- BofA sees opportunity in India's battered bank stocks, expects IT sector to underperformIndian bank stocks present an attractive investment. Valuations for major private lenders are at historic lows. This decline follows a drop...
- Ceasefire changes everything, says BofA's Amish Shah; here's what it means for your portfolio right nowThe Iran-US ceasefire has allowed BofA Global Research to revise its market outlook, maintaining a Nifty year-end target of 26,200. The end...
- Exclusive | Why BofA's Amish Shah expects limited upside in defence stocksBank of America Securities has adjusted its view on defence stocks saying that valuations now reflect most positive developments. The broke...
- $18 billion FII outflow may turn to zero in 2026: BofA's Amish ShahBank of America’s India research head, Amish Shah, has said the nearly $18 billion FII outflow seen in 2025 could fade in 2026. He expects ...
- Amish Shah turns bullish on pharma, remains cautious on ITIndian equities are poised for a constructive phase, with strategists anticipating earnings acceleration and a potential revival in foreign...
- Valuations frothy, but growth still worth paying for: Amish ShahAmish Shah tells ET Now that while Indian market valuations look frothy, growth visibility still commands a premium. He stays bullish on de...
- US Elections: Who is Amish Shah, Indian-origin Democrat fighting on Arizona house seatAmish Shah, an Indian-origin Democrat, initially led in Arizona's First Congressional District election but faced a setback as Republican D...
- Fastest rebound since 2003 invites skepticism for Indian stocksThe NSE Nifty 50 Index has surged more than 14% from a mid-June low as overseas investors turned buyers after months of withdrawals. That d...
- We are bullish on everything financial now; gung ho on cement in long term: Amish Shah“Near term, there are headwinds, coal and diesel prices continue to be high and there are cost headwinds. There is also a risk of price war...
- What is the right portfolio strategy in this market? BofA Securities’ Amish Shah explains“Cautious about earnings risks for external facing sector and if the earnings for those sectors were to get downgraded, valuations multiple...
- India is on the cusp of a multi-year capex upcycle: Amish Shah"Bullish on sectors more linked to investment as a theme or capex as a theme opposed to consumption, which from a stock perspective will st...
- Play recovery through financials, industrials and materials pack: Amish Shah“In cyclicals, we are expecting high single digits, early double digits growth for the capex cycle over the next couple of years. From FY24...
- No strong rally in 2021, Nifty@15,000 by December: Amish ShahBank of America Securities' India equity strategist says overweight on financials, industrials and materials and underweight on consumer di...
- Consumer electronics, coal and pharma may shine as Make in India themes: Amish ShahWe are not very upbeat on discretionary stocks or the auto pack in general.
- Credit Suisse maintains 'underperform' on Adani PowerCredit Suisse has maintained its underperform rating on Adani Power, while cut its target price to Rs51 from Rs56 after the company's 2011-...
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