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NITIN BHASIN
Is the RBI fighting the wrong battle? Why rate hikes may not solve India’s current inflation problemRising oil prices due to the West Asia conflict have lifted inflation expectations, but underlying demand in India remains weak. Despite ma...- Largecaps seen as safer harbour in stock picker’s market: Nitin BhasinMarket participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bo...
- IT, FMCG and Pharma offer better risk-reward in near term: Nitin BhasinMarket expert Nitin Bhasin anticipates a phase of moderation for 2026, with largecaps likely to trade sideways while midcaps and smallcaps ...
- ETMarkets Smart Talk: Ambit Capital’s Nitin Bhasin explains how tier-2 and tier-3 cities are shaping India’s consumption storyNitin Bhasin of Ambit Capital highlights the growing consumption power in India's Tier-2 and Tier-3 cities, driven by rising rural incomes ...
- Largecap pharma, IT & FMCG seen driving gains in a range-bound market: Nitin BhasinThe Indian stock market remains in a narrow range. Largecap companies are driving current performance. This cycle favors specific stock pic...
- The Golden Thumb Rule: Valuations Are Like Gravity—Timeless Investing Principles Still Hold: Ambit’s Nitin BhasinIndia’s market is being reshaped by AI, IPOs, and new-age businesses, yet Nitin Bhasin of Ambit Capital stresses that valuations remain the...
- The Golden Thumb Rule| IPO Rush, AI Noise, and Timeless Principles: Ambit’s Nitin Bhasin on Navigating MarketsNitin Bhasin of Ambit Capital stresses that despite IPO hype, AI buzz, and market sentiment swings, timeless principles—valuation disciplin...
- Time to bet on IT, FMCG and pharma; avoid thematic sectors: Nitin BhasinNitin Bhasin of Ambit suggests IT, FMCG, and pharma sectors may perform well. Large and mid-cap stocks are favored. EMS, defence, and quick...
- FMCG could see earnings upgrade, but valuation still a concern: Nitin BhasinNitin Bhasin from Ambit suggests caution on midcap IT firms like Coforge and Persistent due to high valuations, along with DMart and Voltas...
- Largecaps offer safety as mid- and smallcap rallies look overstretched: Nitin BhasinNitin Bhasin of Ambit suggests Indian markets are navigating a landscape of rich valuations and strong flows despite modest earnings growth...
- There is optimism over earnings; only banks have disappointed: Nitin BhasinNitin Bhasin of Ambit notes that while the banking sector, particularly excluding IndusInd Bank, has underperformed earnings expectations, ...
- Prefer bonds to equities for now, says Nitin Bhasin, sees more rate cuts aheadAmidst volatile equity markets and rising gold prices, Ambit Capital suggests institutional investors favor bonds over equities. Nitin Bhas...
- Nitin Bhasin’s 3 top sectoral picks for FY26Amidst market volatility, Nitin Bhasin of Ambit emphasizes focusing on earnings for quality companies, favoring bonds over equities due to ...
- Nifty unlikely to deliver double-digit returns in Samvat 2081: Ambit's Nitin Bhasin and Bharat AroraIn the Q2FY25 reporting season so far, NSE500 aggregate PAT growth (YoY, %) stands at ~6%, driven by IT (~11%) and BFSI (~10%). Profit grow...
- GoMechanic founder Amit Bhasin admits to financial misreporting; firm to lay off 70% employeesGoMechanic layoffs will affect about "70% of the workforce", said cofounder Amit Bhasin in a LinkedIn post
- 'We got carried away.' Co-founder of GoMechanic, which sacked 70% staff, introspects, here's how LinkedIn reactedAmit Bhasin tried to present his side of the story in a lengthy post.
- Why Nitin Bhasin is betting on bank stocks for FY23On expectations from the market, he said when returns reach extremes, they can revert to even lower than base rates. “The same is applicabl...
- Auto stocks rise with sales in many regions fuelling hopeSales from two-wheelers and entry-level cars might be higher.
- Pramod Gubbi quits Ambit CapitalMukherjea had quit Ambit in April this year after an eight-year stint.
- High valuations, sluggish demand make cement companies unattractiveIn the past two years, cement stocks such as UltraTech Cement, Shree Cement, ACC, Ambuja Cements and Grasim Industries have run-up in the r...
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