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 ...
21 Apr, 2026, 12.41 PM IST
Expect RBI commentary to be dovish: Sandip Sabharwal, asksandipsabharwal.comGiven the rupee strength and the factor surrounding slow growth, pricing pressure as well as margin pressures, IT will be an underweight se...
06 Aug, 2016, 11.15 AM IST
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.
08 Jan, 2016, 11.23 AM IST
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 ...
08 Jan, 2016, 10.56 AM IST
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."
07 Jan, 2016, 07.17 PM IST
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."
07 Jan, 2016, 07.15 PM IST
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...
05 Jan, 2016, 04.24 PM IST
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, ...
05 Jan, 2016, 03.48 PM IST
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...
23 Dec, 2015, 03.21 PM IST
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.
23 Dec, 2015, 01.29 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
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.
09 Jul, 2015, 08.08 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
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.
08 Jul, 2015, 01.13 PM IST
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...
28 May, 2015, 07.47 AM IST
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...
23 Jan, 2015, 10.22 AM IST
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 ...
24 Nov, 2014, 10.43 AM IST