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stock market strategy: Don’t go by market cap, go stock-specific; pharma may be an outperformer: Sandip Sabharwal

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stock market strategy: Don’t go by market cap, go stock-specific; pharma may be an outperformer: Sandip Sabharwal

Sandip Sabharwal, asksandipsabharwal.com, says this is not the time for a midcap, largecap kind of approach. It has to be a company-wise approach where we have to be careful what companies we are holding and valuations become more and more important as markets zoom. Because at a 52-week high, irrespective of what price you have … Read more

Portfolio: We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

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Portfolio: We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more