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SANDIP SABHARWAL PORTFOLIO
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...- From soaps to biscuits, your grocery bill may be headed higher againDabur India anticipates price hikes in Q1 FY27 due to persistent inflationary pressures, particularly in packaging materials, driven by Mid...
- Improving geopolitical cues mark a major positive for equities: Sandip SabharwalFrom a very negative environment we seem to be moving to a more constructive, positive environment in a very rapid speed. So, as things pla...
- Stocks to Buy | Opportunities & Risks: Sandip Sabharwal on key market trends for April
- Tariff hikes may undermine tax cut gains: Sandip SabharwalSo, the deception due to tariffs is because of two things. One, tariffs have been imposed, they were being talked of, people were thinking ...
- Sun Pharma and Dr. Reddy's emerging as strong bets in pharma sector: Sandip SabharwalSo, there will still be uncertainties around and most of the IT stocks have had a very strong rally, like if you look at the larger ones, t...
- What is the right portfolio allocation as equities look toppish? Sandip Sabharwal answersSandip Sabharwal underscores the need for careful portfolio allocation, recommending gold for non-US residents. He evaluates the auto secto...
- Keep 15% in cash and wait for Fed rate cut before investing now: Sandip SabharwalSandip Sabharwal advises caution in the markets due to potential US Fed rate cuts, suggesting keeping 12-15% of investments on the sideline...
- 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...
- Is it time to take small bets in FMCG stocks? Should you buy IT largecaps on 10-15% correction?Sandip Sabharwal discusses the challenges and opportunities in various sectors, emphasizing the importance of waiting for corrections to in...
- Next 3-4 quarters may prove to be challenging for HDFC Bank: Sandip Sabharwal“In the case of railway and defence stocks, as long as investors know the risk associated with these stocks, the longer term growth story i...
- Is this the right time to buy tyre and railway stocks? Sandip Sabharwal answers“Three-four months down the line when prices of tyre stocks have come off because of bad results etc., we could buy them because these are ...
- RIL a better contrarian bet than some of the other sectors: Sandip SabharwalI would say that for people who are willing to take a contrarian bet and looking to buy into some pharma or some stocks I think Reliance is...
- Capex theme to outperform rest of the sectors in 2023: Sandip SabharwalL&T being the largest player is still undervalued relative to its growth prospects, the kind of changes which have happened on its balance ...
- Play out on stocks which are cheaper in secondary markets rather than Alkem or Pathlabs: Sandip SabharwalPeople used to buy pharma stocks for the overseas business, but with the regulatory issues, it is getting tougher now.
- Hero MotoCorp benefiting due to lack of growth from Bajaj Auto: Sandip SabharwalBajaj Auto seems to have lost its way a bit and we have seen in the stock market and you guys have tracked them closely, he says.
- Expect more downside in markets in near term: Sandip Sabharwal, Prabhudas LilladherThere were a lot of announcements from the FM and the PM on restarting investments and restarting the economic growth cycle.
- Downside should be limited for SBI: Sandip Sabharwal"The inflation figure was much below expectation and we could expect monetary easing to pick up pace going forward."
- Tata Motors' growth on track: Sandip Sabharwal"More than the number, the more important thing will be what the outlook is."
- Positive inflation numbers triggered markets rise: Sandip Sabharwal, Prabhudas LilladherWith fewer negative updates from Eurozone, markets are expected to move postively on domestic news flow in the short-term, says Sandip Sabh...
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