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Market participants are preparing for a phase where returns may no longer be easy to obtain from following broad themes. Instead, selectivity, size of investments and a sharper bottom-up approach could shape portfolios in the coming months, says Ambit’s Nitin Bhasin.Responding to whether the coming year will be more driven by bottom-up stories amid a […]
In an era in which artificial intelligence, new-age companies and an increase in IPOs reform the Indian markets, one principle remains constant values. Nitin Bhasin, head of institutional shares at Ambit Capital, is of the opinion that although technology and market dynamics can evolve, the Golden Thumb Rule of Investing continues to rest on timeless […]
