Nitin Bhasin

FMCG could see earnings upgrade, but valuation still a concern: Nitin Bhasin

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FMCG could see earnings upgrade, but valuation still a concern: Nitin Bhasin

“If one were to go into such mechanical ways of valuation, it would be very difficult to one to say that where will we make money, but as again I go back to that, these are core holdings, these are defensive stocks, FMCG, and people are perhaps owning them for a shorter periods of time … Read more

Nifty unlikely to deliver double-digit returns in Samvat 2081: Ambit’s Nitin Bhasin and Bharat Arora

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Nifty unlikely to deliver double-digit returns in Samvat 2081: Ambit’s Nitin Bhasin and Bharat Arora

As earnings growth is slowing down and downgrades are rising, it is highly unlikely that Nifty would deliver double-digit returns in Samvat 2081, says Nitin Bhasin, Head of Institutional Equities at Ambit, and Bharat Arora, Analyst – Strategy at Ambit Capital. The institutional brokerage firm expects FY25 to be a year of earnings growth normalization … Read more