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SANDIP SABHARWAL
Investors looking for shelter from AI storm are turning to IndiaIndian equities are emerging as a stable investment choice amidst global market volatility, particularly as the AI rally cools. While previ...- HDFC Bank shares down 20% in 2026 so far. Time to buy as the governance cloud clears up?HDFC Bank shares have plunged 20% this year amid governance concerns, sparked by a former chairman's resignation. The bank has since appoin...
- HDFC Bank valuations attractive, banking sector ready for next growth phase: Sandip SabharwalMarket expert Sandip Sabharwal sees private banks entering a robust phase driven by accelerating credit growth and easing margin pressures....
- 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...
- 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...
- 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...
- 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...
- 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...
- 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."
- 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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