EMS valuations, oil plays and Paytm in focus as Sabharwal stays cautious ahead of Budget
As markets head into the Union Budget week, investor attention remains split across electronics manufacturing services (EMS), oil and gas ...
Tuesday, May 5, 2026
Tag: Sabharwal
Selective bets in defence, CV cycle turns supportive, value seen in ITC: Sandip Sabharwal
With the Union Budget just a day away, sharp moves in defence stocks and evolving sector dynamics are prompting investors ...
Foreign flows weigh on markets, but earnings signals offer select opportunities: Sandip Sabharwal
Indian equity markets continue to struggle for direction as foreign investor outflows dominate sentiment, even though underlying corporate performance does ...
Realty weakness overdone, midcap correction throws up long-term opportunities: Sandip Sabharwal
Despite a broader market recovery, the real estate sector has remained under pressure, even as sales updates from several developers ...
NBFCs poised to outperform in easing rate cycle: Sandip Sabharwal
Concerns over deposit growth, liquidity stress and slowing consumer demand dominated a wide-ranging discussion with market expert Sandip Sabharwal on ...
Hotels enter multi-year growth cycle; Indian Hotels, Lemon Tree top picks: Sandip Sabharwal
As investors brace for the Reserve Bank of India’s policy review this Friday, market strategist Sandip Sabharwal says the broader ...
Investors should stay selective as IT, banking show mixed signals: Sandip Sabharwal
The Indian IT sector, long a cornerstone of the country’s outsourcing story, remains in a period of cautious optimism, says ...
Auto sector enters long-term growth cycle; M&M, Maruti, Bajaj Auto among top picks: Sandip Sabharwal
In an exclusive conversation with ET Now, market expert Sandip Sabharwal shared his optimistic outlook on India’s consumption cycle, calling ...
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