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SANDIP SABHARWAL
Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbookInvestor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electron...
The AGM challenge: Mukesh Ambani seeks fresh RIL momentum after Rs 1.5 lakh crore wealth wipeoutReliance Industries Chairman Mukesh Ambani faces shareholder scrutiny at the AGM following a Rs 1.5 lakh crore market cap decline. Investor...
Indian IT is a trade, not an investment, and the market just got the memo: Sandip SabharwalAccenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments du...
84% of Indian banking leaders report rising fraud losses, AI-driven threats emerge as major concern: ReportAs artificial intelligence increasingly reshapes the financial sector, Indian banks are facing a sharp rise in fraud-related challenges, wi...
Banks, Bharti, IT: Sandip Sabharwal's top picks & why he is worried about Zepto IPOMarket expert Sandip Sabharwal sees private banks like Axis and ICICI as top buys. He believes IT stocks are oversold with potential for 12...
CG Power's growth momentum strong, but valuation comfort missing: Sandip SabharwalCG Power expands its switchgear production, signaling strong demand in the power equipment sector. However, market expert Sandip Sabharwal ...
Metals rally largely priced in, limited upside seen after strong cyclical run: Sandip SabharwalMarket expert Sandip Sabharwal advises caution, seeing stock-specific chances but limited broad market conviction. He notes Wockhardt's app...
Geopolitical stability will decide market’s next move: Sandip SabharwalIndian equity markets are holding above 24,000, buoyed by improving sentiment and steady earnings, though geopolitical tensions remain a co...
Macro worries cloud markets, but domestic fundamentals offer cushion: Sandip SabharwalMarket expert Sandip Sabharwal highlights that despite global headwinds like rising crude oil and currency weakness, Indian corporate funda...
Macro stability key for next leg of market rally: Sandip SabharwalIndian equity markets recovered despite early volatility, with fuel price hikes and easing Adani concerns providing support. Market expert ...
FII selling, weak Rupee create vicious cycle for Indian markets: Sandip SabharwalForeign investors are fueling a currency-stock market spiral, despite resilient domestic earnings. Analyst Sandip Sabharwal highlights stro...
Stay focused on domestic fundamentals; no need to react to every US macro move: Sandip SabharwalAccording to Sandip Sabharwal, the proposed US remittance tax is the primary concern for Indians, potentially affecting remittance flows an...
Where in the market can we expect post-result selloff? Sandip Sabharwal answersSandip Sabharwal predicts selloffs in overvalued defence, infrastructure, and capital goods stocks, contrasting low expectations in consume...
Not election result, if Budget doesn’t throw negative surprises, market set for a decent move: Sandip SabharwalSandip Sabharwal emphasizes the importance of taxation in the upcoming Budget and advises a tactical approach with cash reserves. Sabharwal...
Markets should move up to 7,200 if there's a 5-10% swing: Sandip SabharwalThere will be a huge risk reduction if there is a decisive mandate because then you can look at a five-year story and you do not have to lo...
Betting more on 260-280 seats for NDA: Sandip SabharwalThis time the way the valuation is being done will be better than last time; so trend will be much more clearer, he says.
Don't recommend buying in IT space at current levels: Sandip SabharwalThe margin outlook for the next year could be slightly optimistic although on the top line we could see the growth coming through, says San...