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SANDIP SABHARWAL
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...- Tax cuts could revitalize Consumer Durables sector: Sandip SabharwalIn fact, Bajaj Auto and Maruti are two companies which have done very well on exports and I think they have sort of diversified their domes...
- 6 largecaps Sandip Sabharwal is ready to buy on further dipsSandip Sabharwal highlights potential buying opportunities in the stock market. Stocks like Reliance, HUL, L&T, Bajaj, M&M, and Maruti coul...
- Sitting on 12-15% cash; to invest in 2 themes on correction: Sandip SabharwalSandip Sabharwal discusses his investment strategy, highlighting a focus on capital goods, infrastructure, and defense sectors. He plans to...
- Keep 15% in cash and wait for Fed rate cut before investing now: Sandip SabharwalSandip Sabharwal advises caution in the markets due to potential US Fed rate cuts, suggesting keeping 12-15% of investments on the sideline...
- What should one do in the crude-related counters? Sandip Sabharwal answersSandip Sabharwal discusses the subdued outlook for crude and oil prices due to excess capacity and upcoming LNG projects. He highlights the...
- Sandip Sabharwal on 3 sectors to get into once market correction's overSandip Sabharwal indicated that FMCG, auto, and consumer durable sectors were poised for demand recovery due to lower input costs. Pharma c...
- Be cautious, wall of money driving markets; global market-related sell-off could come: Sandip SabharwalSandip Sabharwal stresses tax relief to revive consumption, essential for GDP growth, and warns of a possible market sell-off next week or ...
- 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...
- Market has to consolidate till April to have a pre-election rally in May: Sandip SabharwalSandip Sabharwal discusses ongoing market corrections, potential pre-election rally, and government policies' impact on various sectors. He...
- Time to turn cautious on realty stocks; no plan to exit these 3 auto stocks: Sandip SabharwalSandip Sabharwal sees potential in Maruti, L&T, HDFC Bank, and V-Guard Industries. He is cautious about Honasa, Grasim, and Jio Financials....
- Expect market to give up more gains as near-term risks are high:Sandip SabharwalSandip Sabharwal says: : "The outlook is good for most of the large private sector banks. It is just that you need to wait for the correcti...
- Sugar is a credible story: Sandip Sabharwal"Price parity is politically prudent, but unlikely to happen because and the entire opposition stand against the move."
- Play out on stocks which are cheaper in secondary markets rather than Alkem or Pathlabs: Sandip SabharwalPeople used to buy pharma stocks for the overseas business, but with the regulatory issues, it is getting tougher now.
- Prefer Dr Reddy's Labs among in pharma space: Sandip SabharwalWe have to play the companies which are continuing to do well. So I would say that despite the valuation being slightly stretched, I would ...
- Valuations stretched for UBL; expensive for minority inestors: Sandip SabharwalUnless there is an open offer, how minority investors are going to make money by buying at this price, says Sandip 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...
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