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...
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...
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...
Over dozen Indian-Americans win US state pollsAmong the five women, Democrat lawyer Jenifer Rajkumar became the first South Asian woman elected to the New York state assembly defeating ...
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 Power
Credit Suisse has maintained its underperform rating on Adani Power, while cut its target price to Rs51 from Rs56 after the company's 2011-...