Dhiraj Agarwal, MD of Ambit Investment Managers, notes potential for a near-term market bounce after months of decline, but warns of long-term challenges and moderate earnings growth. He emphasizes the importance of selective stock picking focused on valuations rather than sector or thematic strategies, highlighting recent disparities within banking and IT sectors.
These 8 stocks gained over 25% in the last two quarters, turned multibaggers in CY25
To ensure quality in terms of market size and investor participation, we applied two key filters: a market cap exceeding Rs 2,000 crore and an
June 24, 2025