Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas Biased towards Sustainability, ESG Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Buyside Outfit and Advisory Services

Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

Mid-Small Cap specialist | Equities | India

Equity Bottom-Up

<ul>
<li>Cement sector is witnessing a margin recovery and valuations are reasonable. </li>
<li>Ambuja Cements, the second largest in the sector provides a tactical opportunity for a valuation pop. </li>
<li>Avoid | as any inclusion amounts to adding to the risk rather than to the return of the portfolio. </li>
</ul>


Cement sector is witnessing a margin recovery and valuations are reasonable. 
Ambuja Cements, the second largest in the sector provides a tactical opportunity for a valuation pop. 
Avoid | as any inclusion amounts to adding to the risk rather than to the return of the portfolio. 


Ambuja Cements - Quick Insight on Valuation