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    • Rural India could see a recovery in FY26 on wage revival, monsoon, says Ambit AMC

      A strong start to the monsoon, real wage growth turning positive since mid-FY25, and easing inflation are reviving household savings and boosting demand for FMCG, low-end two-wheelers, durables, and affordable housing.

    • Swiggy gets grilled on losing food delivery, quick commerce edge, Ambit Capital says 'sell'

      Swiggy lost its first mover advantage in food delivery, while on the QC front, Swiggy is caught between an efficient Zomato and aggressor Zepto.

    • Capex slowdown worrying, infra and capital goods valuations are very punchy: Nitin Bhasin, Ambit Capital

      The slowdown in capex in the first half of the fiscal comes on top of a significantly lower capital allocation to sectors like roads and railways, according to Bhasin

    • Ambit Capital's former employee, his mother fined Rs 5 lakh for front-running

      Pranav Dipak Desai accepted that he used to recommend trades to his father and operate his mother's account.

    • Bullish on banking, EV and new-age stocks despite near-term challenges: Ambit's Dhiraj Agarwal

      Agarwal is bullish on ICICI Bank, Eicher Motors, Tata Motors and Zomato as he sees further growth in the markets owing to positive investor sentiments

    • Ground 17,000 or Summit 21,000: What's next for the Nifty?

    • How have EPS estimates for Nifty 200 companies changed in Q3? Here are Ambit Capital's biggest movers

    • Investors will pivot to local as consumer firms pop back on radars, says Dhiraj Agarwal of Ambit Capital

    • India's top contract maker of room ACs Amber Enterprises targets Rs 500 crore QIP in September

    • Coronavirus woes hit metal stocks, but Tata Steel & JSW Steel may ride the storm

    • PMS manager of Coffee Can with AUM of over Rs 300 cr reveals his 3 success mantras

    • Double-digit earnings growth likely in FY19, not FY18: Ambit Capital’s Mukherjea

    • Will see uptick in macroeconomic indicators in FY19: Pramod Gubbi

    • Negative on BFSI space; sell Equitas, Ujjivan; see up to 25% downside: Ambit Capital

    • Nifty@10K probably not the right time to enter markets, shift allocation to cash: Ambit Capital

    • As 2019 polls draw closer, there is an opportunity to make money in 'connected companies': Saurabh Mukherjea

    • New funds showing interest in Indian mid & smallcaps: Ambit’s Mukherjea

    • Exuberant bond market could be the trigger for correction in stocks: Ambit’s Mukherjea

    • Don't expect major changes in P-Notes participation from investors: Ambit Capital

    • Ambit sees Sensex at 31,000 by March 2018; prefers pharma over IT

    • Here's why Ambit's Saurabh Mukherjea is uncomfortable chasing market right now

    • Without reskilling, IT's 1 mn workforce will struggle to stay

    • India faces 1.5 mn white-collar job crisis in telecom, IT, BFSI

    • Nifty support at 8260; initiate fresh shorts on Titan: Ambit

    • Don't see conditions for a big market rally in short term: Ambit

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