Selective deployments in defence, CV cycle becomes supportive, value seen in ITC: Sandip Sabharwal

With the Union Budget just a day away, sharp moves in defense stocks and changing sector dynamics are making investors more selective, said market expert Sandip Sabharwal. Speaking to ET Now, Sabharwal emphasized that while the defense theme remains structurally strong, stock selection will be crucial going forward.He said the defense sector has gone through […]

Foreign flows weigh on markets, but profit signals offer select opportunities: Sandip Sabharwal

Indian stock markets continue to struggle for direction as foreign investor outflows dominate sentiment, even as underlying business performance does not appear as weak as market movements suggest. According to market expert Sandip Sabharwal, the current phase is driven more by momentum-based global asset reallocation than by deteriorating fundamentals.“Most of the active funds of foreign […]

Credit growth in Q3 signals economic recovery and still favors bigger banks like Axis, Kotak, ICICI, SBI: Sandip Sabharwal

According to Sandip Sabharwal, founder of askandipsabharwal.com, the strong credit growth reported by leading banks in the December quarter points to an improving economic cycle, even as select consumer and retail sectors face challenges in the near term.Speaking to ET Now, Sabharwal said double-digit loan growth at most major banks reflects rising economic activity after […]

Defense stocks offer long -term visibility, but the valuations are still stretched: Sandip Sabharwal

In recent weeks, Tata Motors has been in the spotlight after a large cyber attack had an influence on his Jaguar Land Rover (JLR) activities. The development issued concern about the short -term prospects, but market expert Sandip Sabharwal believes that the situation may not be as alarming as it initially seemed. “No, not really. […]