Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy

The Quick Take

As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations. Meanwhile, although mid- and small-cap sectors may face hurdles, the cement industry might see unexpected margin improvements.