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Treichl: "Europa muss sich ohne USA verteidigen"

Der Ex-Banker und nunmehrige Chef der Erste Stiftung über die Hoffnung für die liberale Demokratie, Zentraleuropa als Wachstumsquelle und die Notwendigkeit für Österreich, bei einer gemeinsamen europäischen Verteidigung mitzumachen

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

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…

  • Nitin Bhasin and Bharat Arora recommend defensive strategy for Samvat 2083
  • Large-cap stocks, banks, and debt favored over mid- and small-cap stocks
  • Cement identified as potential dark horse with recovery in cement spreads

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