“If people need to invest, DLF seems to be better placed vis-à-vis the other companies on a valuation as well…
Tag: Sandip
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,…
market strategy: IT sector faces limited upside amid global uncertainty and tariff risks: Sandip Sabharwal
“I would think that the downsides could be limited for many of these companies given the fact that they are…
Tariff uncertainty and rising localization costs could further squeeze IT margins: Sandip Agarwal
“Even during Lehman Crisis also that revenue was always there. It cannot change. Even in covid that was there. So,…
FIIs return, earnings lift sentiment ahead of expiry week: Sandip Sabharwal
“The best part about banks is that they have handled the entire tightening cycle very well in terms of managing…
Domestic autos, cement, infra poised to shine as interest rates ease: Sandip Sabharwal
“Exorbitant tariffs, like what is there with China, is effectively saying that there will be zero trade because at 70,…
‘Capital may shift away from US assets’: Sandip Sabharwal explains how tariff shock could create opportunity for India
As the world reels from the sweeping new tariffs imposed by the US, market expert Sandip Sabharwal has called the…