“I would think that the downsides could be limited for many of these companies given the fact that they are…
Tag: Sandip
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…
April’s key triggers: Sandip Sabharwal on RBI, earnings & market trends
“So, many sectors and stocks have come back. Many companies are still doing well and we will see them also…
Largecaps to lead market recovery, smallcaps still overvalued: Sandip Sabharwal
“Stocks like L&T, despite no significant negatives as such, has fallen more than 20% from the top, so that offers…
market strategy: Sandip Sabharwal advises caution on IT stocks as US uncertainty looms over global demand
“Zomato was deep into losses till last year. Even now, with their investment into quick commerce, we do not know…
pharma: Indian pharma well positioned despite tariff threats, says Sandip Sabharwal
“So, valuations, even after these falls are excessive for these companies, like some of these smaller companies trade at valuation…