“So, the story for gold has been more compelling because it is a play on global uncertainties and the monetary…
Tag: Sandip
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…
ETMarkets Smart Talk – Auto, QSR, and defence among top picks in current market cycle: PL Capital’s Sandip Raichura
In this edition of ETMarkets Smart Talk, Sandip Raichura, Executive Director and CEO – Retail and Distribution at PL Capital…
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…
Sandip Sabharwal sees limited tailwind for IT amid weak global demand
“So, in my view, foreign investor flows should continue. There could be some volatility and when we see some bounce…
Sandip Sabharwal optimistic on auto stocks despite challenges in two-wheeler demand
“The impact of that should be felt on demand and these stocks have fallen. The auto stocks have fallen reasonably,…