sandip sabharwal

It is better not to be very bullish on IT stocks at this stage because there is uncertainty and delay in decision making. US financials are a big segment for many of these companies and…
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"KPIT had a different story going for it because of their work on the EV automation side and the kind of order flows they were getting," says Sandip Sabharwal,…
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"The impact of Adani Group on the overall market should be limited because the base case was always that they are unlikely to default and if they are unlikely to default then for the…
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"In European markets yesterday again we reached some near all-time highs, some near 52-week highs, and we are still down so it sort of defies logic. And I think it is an opportunity for…
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"Now, there is issue around the debt funds. So, despite the SIPs, etc, the performance also of the AMCs has been cyclical, so to that extent there has been no secular up move in the…
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"My view on the sector overall is not very positive given the fact that I see significant uncertainties next year on the demand front. Overall, I am very underweight on technology…
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"Kotak itself is a big bank now. So again the point is that given its huge underperformance it is possible that it can outperform in the near term but then given that its valuations are…
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"I think I find this correction to be good as it has removed lot of unnecessary spot from the markets which is giving some decent opportunities in some sectors and some stocks," says…
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“Once the next quarter earnings commentaries come out and things settle down, that will be the opportunity to buy because longer term, I still think Indian IT is a good story because of…
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"I think three-four airlines can co-exist. We have IndiGo doing well and Vistara has also been doing well but Air India is still to revive. So next two years IndiGo should do well,…
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