“I would say that on anticipated lines. As we have maintained our view this largecaps in IT are 5-6% growth…
Tag: Sandip
investment strategies: Sandip Agarwal sees limited upside for Indian IT sector amid uncertain outlook
“The management mentioned that they think that CY25 will continue to be uncertain. Now, remember, Accenture year end is 31st…
insurance sector: Global tensions may hit aviation in short-term, but IndiGo remains a strong pick: Sandip Sabharwal
“I think this sale also is likely to be that of Reliance which was left off last week. Now they…
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…
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…