#sandip-sabharwal
Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbook
Investor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electronics but finds many small-cap defence stocks "obnoxious." Pharma offers decent but unexciting prospects. Sabharwal is con…
Indian IT is a trade, not an investment, and the market just got the memo: Sandip Sabharwal
Accenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments due to macro and AI threats. While Bata India sees a management change, Sabharwal urges caution, emphasizing execution ove…
Geopolitical stability will decide market’s next move: Sandip Sabharwal
Indian equity markets are holding above 24,000, buoyed by improving sentiment and steady earnings, though geopolitical tensions remain a concern. Market expert Sandip Sabharwal suggests the current rally is a rebound from overly negative investor positioning,…
Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip Sabharwal
Market expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate fundamentals offer stability. He views the Bharti-Prudential deal positively for FDI and sees potential tactical upside in th…
Sandip Sabharwal remains bullish on FMCG, retail and defence themes
Indian equity markets are poised for a potential rally driven by strong corporate earnings and resilient consumer demand, according to market expert Sandip Sabharwal. He believes a resolution to West Asia tensions could lead to a sharp correction in crude oil…