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SANDIP SABHARWAL ANALYSIS
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...
- Markets look directionally positive despite global noise: Sandip SabharwalMany of the real estate stocks have corrected also. But I would still think that they are not really cheap relative to the growth prospects...
- Larger banks and corporate-focused NBFCs should be a decent part of portfolio now: Sandip SabharwalSandip Sabharwal believes large-cap stocks will rise first before mid and small-caps catch up. He suggests allocating to NBFCs, banks, and ...
- Will the market rebound or continue its struggle? Sandip Sabharwal answersSo, typically derating should be an acceptable thing when we are in a monetary tightening cycle because the risk-free rate is going up and ...
- Global markets moving past tariff fears, dollar weakness may boost EMs: Sandip SabharwalI think that extreme fund flow picture where just US assets were being bought, including other developed equities, like European equities, ...
- US dollar correction could boost emerging markets: Sandip SabharwalWe think that the FIIs selling is happening in India only. Actually, if you see figures across the board, you will see that it is happening...
- NBFC, QSR stocks may recover in 2025; be careful about realty, solar stocks: Sandip SabharwalSandip Sabharwal shares his views on different sectors, predicting NBFCs to outperform large banks as monetary easing becomes imminent. He ...
- What should you do with HDFC Bank and Reliance in 2025? Sandip Sabharwal answersSandip Sabharwal analyzes market trends and prominent stocks. He suggests HDFC Bank's valuation derating is likely over and anticipates imp...
- Oversupply and unsustainable pricing weighing on cement sector outlook: Sandip SabharwalNow, there could be demand optimism because real estate is doing well, infra projects are doing well, etc, but that is not reflected so muc...
- China’s slowdown stalling commodities rally despite weak dollar: Sandip SabharwalSecondly, we have been somewhat resilient on most global falls. So, if you see many of the Asian indices, they are now actually YTD negativ...
- May consider cement pack after a few months; Axis Bank a candidate for rerating: Sandip SabharwalSandip Sabharwal highlights Axis Bank's undervaluation, potential for re-rating. Discusses RBI's ban on Kotak credit cards, online accounts...
- 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...
- Sandip Sabharwal on where to deploy money as a market correction may be imminentSandip Sabharwal says: In OMCs, the entire story will just go awry if just before elections, ther are forced to cut prices by Rs 5-10. Now ...
- 2024 will not be an easy year; 3 stocks may help create wealth: Sandip SabharwalSandip Sabharwal says: “Back in October, my view was 2024 should be very good. Now, with this kind of rally, which has already played out, ...
- Should you add or avoid bank stocks in this market? Here's what Sandip Sabharwal thinksPeople believe that things are improving, and as the prices move up there is a FOMO in the form of analysis by various analysts who did not...
- Could there be upward moves in HDFC Bank, Reliance? Sandip Sabharwal answers“Capital goods has been a standout space where companies are announcing new capex and order books have been strong and results are good. Th...
- After Reliance & ITC, is it HDFC Bank’s turn to be an outperformer? Sandip Sabharwal answers"Given the fact that their deposit franchise is much weaker than the larger banks and in a rising interest rates scenario it hits them much...
- Tweet Buster: Why virus hit old firms harder, and how to tackle the DragonDalal Street mavens say boycotting Chinese products is a hard feat to achieve.
- Tweet Buster: Reasons behind Jet Airways’ mess and how to go contraShyam Sekhar of iThought said that owner sins were not the whole story behind Jet's demise.
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