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SANDIP SABHARWAL OF ASKSANDIPSABHARWAL.COM
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...
- 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...
- Betting on large banks, cautious on housing finance and microfinance; watch guidance in FMCG: Sandip SabharwalEarnings season is here. Sandip Sabharwal sees banks as a strong sector. He prefers large private banks due to asset quality. IT is steady ...
- IT companies can deliver 8-10% earnings return this season: Sandip SabharwalI think expectations even in IT are very low. People expectations have been lowered due to Chennai floods and then management commentary.
- Banks can offer 20% upswing from current levels: Sandip SabharwalIf you see an SBI Rs 210-250 will be where it was around 10-15 days back. So, it is not very difficult for that to happen as the sentiment ...
- Largecap recovery should start quite fast over the next few days: Sandip Sabharwal"The recovery might be slower, but the larger cap recovery should start quite fast over the next few days."
- It is the time to buy if you believe in the long-term story: Sandip Sabharwal"It is good to buy for those who know what the bottom is."
- More pain in store for PSU Banks: Mitesh ThackerVery clearly, that is one area which has been showing underperformance and lot of stocks are making fresh lows which should lead to further...
- NDMC is a trading bet, not an investment one: Sandip SabharwalI do not think iron ore is recovering anytime soon. So, anyone who is taking up a bet should take a trading bet. A trading bet is fine, but...
- Pre-emptive buying seen in metal stocks: Sandip SabharwalSteel, obviously, is receiving help from the government as it has stepped in to protect the industry, the rupee has fallen to some extent, ...
- Praj Industries order booking is picking up substantially: Sandip SabharwalThe policy framework is helping Praj Industries. A recent announcement by the petroleum minister said that they are looking at second gener...
- Hotel space more of a 2016 bet: Sandip SabharwalThere will be huge improvement in profitability in the hotel space, but that is not going to happen right away.
- 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 ...
- Expect HDFC Bank to climb 10-15% in six months: Sandip SabharwalAlthough I am recommending HDFC Bank, it is not fancied because people think that is always a buy, Sabharwal acknowledged.
- 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.
- UPL unlikely to hit Rs 1000 in near short-term: Sandip SabharwalI cannot say whether it will happen in one year but it will be 1000 sometime not in the distant future, says Sandip Sabharwal.
- Traders should stay out of markets; 8,000 on Nifty highly likely: Sandip SabharwalRBI needs to take measures to boost liquidity as even a repo cut may not help much, says Sabharwal. Globally, things are not looking as bri...
- India Cements will ride the crest for some time: Sandip Sabharwal'The leveraged companies will benefit in the cement space. There are very less number of leveraged companies today if you see and India Cem...
- A big positive for markets, if pending bills are passed in winter session: Sandip SabharwalIf you ask whether the passage of any of the bill is discounted I would say no because there have been so many false charts in the passage ...
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