October 1, 2025
amar_ambani

Amar Ambani

Amar Ambani of IIFL has issued a report titled "Buy back the family silver" in which 11 Large-Cap High-Conviction Stock Ideas have been identified. There is a detailed explanation given in support of each stock pick together with a target price
Amar Ambani of IIFL has issued a report titled “Buy back the family silver” in which 11 Large-Cap High-Conviction Stock Ideas have been identified. There is a detailed explanation given in support of each stock pick together with a target price




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The dramatic fall in Indian equities recently, triggered by global sell-off, offers a significant buying opportunity for investors. The best part is that one needn’t go hunting for small gems – many large ones (blue-chips) are trading at attractive long-term valuations. Large caps offer reasonably high business visibility and their relative attractiveness has improved with midcap valuations catching up in last few months. Volatility is expected to be high for the rest of 2015 on account of global factors like additional Chinese currency devaluation, US Fed rate hike and policy logjam and state elections in India. Large caps may provide a margin of safety vis-a-vis mid and small caps in such a scenario. A possible Repo cut by RBI, given lower than expected inflation and, low global commodity prices supporting corporate earnings are likely positive triggers for the market. We showcase 11 large cap stocks with a combined market cap! italisation of Rs. 1,371,739cr or ~14.3% of total equity market cap as our high conviction buys.

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