Tariff noise overstated, markets attractive now at 18x one-year forward earnings; IT is a must-buy, says Anand Rathi’s Varun SabooVarun Saboo of Anand Rathi sees tariff fears as overstated, with India’s GDP hit capped at 70–80 bps. He highlights resilient domestic flow...
27 Aug, 2025, 12.20 PM IST
Market dips are a buy opportunity, not a concern: Varun SabooVarun Saboo from Anand Rathi Shares suggests viewing market corrections as buying opportunities. He highlights India's strong economic fund...
18 Jun, 2025, 10.25 AM IST
Reliance's attractive valuations could make it a strong bet: Varun SabooAbsolutely, I agree with you on the point that valuations have become very attractive out here and all businesses have been doing fine. So,...
09 Jan, 2025, 08.00 AM IST
Varun Saboo picks 6 stocks for his bottom-up list in 2025; sees interest returning to RelianceVarun Saboo of Anand Rathi Shares discusses their investment focus on sectors like tractors, hospitals, banking, and two-wheelers. They see...
01 Jan, 2025, 08.11 AM IST
Varun Saboo on 2 themes that could be top trades for 2025Varun Saboo, Head-Equities at Anand Rathi Shares, favors aspirational and capex plays. He sees potential in the biosecure act and China plu...
27 Nov, 2024, 08.30 AM IST
Last quarter’s blip was a one-off, we should see sharp reversals going ahead: Varun SabooIndian markets anticipate a strong resurgence. Businesses report excellent performance across sectors. Government's spending is projected t...
27 Nov, 2024, 08.00 AM IST
We have been positive on largecaps & smallcaps for last 6-8 months; now see value in midcaps too: Varun SabooVarun Saboo from Anand Rathi Shares remains optimistic about market opportunities despite recent corrections. He favors largecap and smallc...
30 Oct, 2024, 08.30 AM IST
Sharp bull run in real estate; private capex to pick up in infra: Varun SabooVarun Saboo, Head, Equities at Anand Rathi, highlights a bull run in real estate driven by low inventory and high demand for large complexe...
03 Oct, 2024, 08.11 AM IST
Varun Saboo on 3 sectors with value plus strength where fresh money can be put to workVarun Saboo from Anand Rathi remains bullish on PSU banks, two-wheelers, and select pharma and hospital stocks. He highlights the potential...
02 Oct, 2024, 09.00 AM IST
Varun Saboo on 4 themes that are offering opportunities to invest inVarun Saboo from Anand Rathi expresses optimism about OMCs, PVR-Inox, cement, and NBFCs like Chola and Shriram Finance. He also says that c...
06 Sep, 2024, 08.00 AM IST
Stay invested, and buy more; there will be more legs to this rally: Varun SabooThere can be a little bit of time correction, and then earnings growth will catch up. Varun Saboo of Anand Rathi Share is still positive on...
03 Jul, 2024, 08.11 AM IST
We are extremely positive on smallcaps; see no stopping in realty stock surge for now: Varun SabooVarun Saboo maintains optimism on real estate, smallcaps, and two-wheelers. Bullish on market dynamics. Textile sector anticipated to recov...
02 Apr, 2024, 09.27 AM IST
Why Varun Saboo remains very constructive and bullish on smallcapsVarun Saboo is bullish on smallcaps, expecting a 26-27% CAGR and 40-50% upside. He remains positive on OMCs, BHEL, BEL, ONGC, HPCL, BPCL, a...
18 Mar, 2024, 09.03 AM IST
Varun Saboo prefers Hero MotoCorp to a Maruti now; bullish on 2 midcapsThe view is that largecap pharma names like Lupin, DRL, Aurobindo, and Sun Pharma may continue to perform well this quarter. The US pharma ...
31 Jan, 2024, 08.58 AM IST
ETMarkets Smart Talk: There could be some populist measures in Budget 2024; allocate 70-75% in largecaps in 2024: Varun SabooVarun Saboo of Anand Rathi Shares and Stock Brokers, recommends allocating 70-75% of the portfolio to largecaps, with the remaining in smal...
18 Jan, 2024, 09.00 AM IST
Market going up on hopes of political continuity: Varun SabooVarun Saboo says: "Prices of most products have literally doubled in the last three years. All these consumer companies – be it FMCG, be it...
05 Jan, 2024, 10.14 AM IST
Grab bull market corrections and invest heavily; shift to largecaps: Varun SabooVarun Saboo says: “I would stick to largercap IT names than the midcaps for now but I do not see a challenge, I do not see corrections in t...
22 Dec, 2023, 11.22 AM IST