“I think this sale also is likely to be that of Reliance which was left off last week. Now they…
Tag: Sabharwal
market correction: Macro looks solid for India, but external shocks are driving volatility: Sandip Sabharwal
“Gold is not an asset today which is an ignored asset, under owned. It is very reasonably owned and it…
Sandip Sabharwal stocks: RBI’s bold rate cut sets stage for market rally: Sandip Sabharwal
“I think most of the MFI-focused companies are trading at somewhat distressed valuations. And there were two comments, specifically, one…
monetary policy: Reliance’s earnings engine set to rev up after years of heavy capex: Sandip Sabharwal
“So, the story for gold has been more compelling because it is a play on global uncertainties and the monetary…
market strategy: NBFCs set to shine in easing rate regime, banks to see measured gains: Sandip Sabharwal
“So, now we are at a scenario where there is huge inventory in the system and there could be price…
Avoid metals segment for now despite decent results: Sandip Sabharwal
“On the commercial vehicle side, the cycle has been on a moderate growth cycle or a downturn sort of. Now,…
Stay focused on domestic fundamentals; no need to react to every US macro move: Sandip Sabharwal
“On the US tax changes and all, the only thing which should bother Indians is the remittance tax which has…
Markets look directionally positive despite global noise: Sandip Sabharwal
“If people need to invest, DLF seems to be better placed vis-à-vis the other companies on a valuation as well…
Market trend remains bullish as macros improve: Sandip Sabharwal
“Directionally I see things being fine, not only domestically but even if, let us say, the global geopolitical tensions, tariff…
RIL set for multi-year outperformance on new energy push: Sandip Sabharwal
“Kotak as all of us know used to trade at price to book of six times five years back which…