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...
30 Sep, 2024, 11.12 AM IST
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...
13 Sep, 2024, 12.14 PM IST
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...
13 Sep, 2024, 12.07 PM IST
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...
05 Aug, 2024, 12.23 PM IST
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 ...
19 Jul, 2024, 08.00 AM IST
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...
12 Jul, 2024, 09.07 AM IST
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...
19 May, 2024, 09.11 AM IST
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...
18 Mar, 2024, 11.58 AM IST
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....
23 Feb, 2024, 01.33 PM IST
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...
22 Dec, 2023, 10.06 AM IST
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."
05 Jan, 2016, 06.19 PM IST
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.
23 Dec, 2015, 02.17 PM IST
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 ...
01 Sep, 2015, 08.21 AM IST
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.
08 Jul, 2015, 01.25 PM IST
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...
05 May, 2014, 03.04 PM IST
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.
05 May, 2014, 01.40 PM IST
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...
26 Feb, 2014, 11.34 AM IST