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Largecaps offer safety as mid- and smallcap rallies look overstretched: Nitin Bhasin

08 تموز 2025
Nitin Bhasin of Ambit suggests Indian markets are navigating a landscape of rich valuations and strong flows despite modest earnings growth expectations for FY26, particularly with downgrades in BFSI and healthcare. He points to tariffs as a key directional factor, advising investors to reduce underweight positions in IT and be cautious on banks, favoring large caps amidst market volatility.

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