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Ambit prefers largecaps over midcaps for the next two quarters
CNBC-TV18 42 min ago·13 Nov 2026, 10:33 am
Ambit has shifted its stance, preferring large‑cap stocks over midcaps for the next two quarters. The research house believes large‑cap companies, particularly in consumer and banking, are likely to deliver steadier earnings growth.
The move follows festive‑season data that showed robust demand across several consumer categories, while midcaps tied to capital‑intensive projects appear relatively expensive. Ambit also trimmed exposure to parts of the healthcare sector, signalling a more cautious view on that theme.
Investors should watch upcoming earnings from large‑cap consumer and banking names and any changes in festive‑driven demand. Keeping an eye on midcap valuation trends and further adjustments to healthcare exposure will help gauge the market’s direction.
Excerpt from CNBC-TV18
Published On Nov 13, 2026 | 16:03 IST Last Updated On Nov 13, 2026 | 16:03 IST Nitin Bhasin, Head-Institutional Equities at Ambit sees consumption and banks offering more predictable growth than expensive capex-heavy themes. Recent festive checks show healthy demand across several consumer categories, while Ambit has…Read the original at CNBC-TV18
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