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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...