Ambit prefers large caps, private banks; cautions against aggressive mid, small cap buying

Nitin Bhasin, Head of Institutional Equities at Ambit, said market positioning remains focused on stability, with flows shifting toward large-cap stocks and select banks. While some sectors may see short-term gains linked to currency movement and sector rotation, caution remains due to earnings visibility and competition trends. Energy and power themes are evolving, with a mix of traditional and renewable sources expected to drive capacity expansion. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.