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The Economic Times News

Markets / The Economic Times

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Largecaps seen as safer harbour in stock pickers market: Nitin Bhasin

Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will be crucial for portfolio construction in the coming months. Investors should focus on direct beneficiaries of government initiatives like MSME expansion, with credit and hiring-linked plays showing promise.

16 Dec 2025 2:27 pm