“I think these are broadly the themes which from a stock market perspective could do well. Then, the power demand could go up and that could benefit some of the power companies supplying on merchant basis and I think that those stocks already also had some sort of run up because of this,” says Sandip … Read more
Sandip Sabharwal, asksandipsabharwal.com, says all the large group stocks have already done quite well. Look at the Tatas, the Mahindra Group, Adanis or Reliance. It is tough to pick out a group at this stage. The main thing is that if the economy can sustain 7-8% growth over the next few years, my guess is … Read more
Sandip Sabharwal, asksandipsabharwal.com, says globally the declining cycle is stalling and so the easing cycle also might be postponed. Markets are fairly priced. They have factored in a lot of positives and to that extent, significant upside on the broader indices side looks tougher. It is a stock by stock approach now. Sabharwal also says … Read more
“Aurobindo, I think they have got into some issues with one of their major plants now. I was just listening to them saying that it will be resolved in two-three months,” says Sandip Sabharwal, asksandipsabharwal.com.Let us begin by talking some of these pharma names itself. If you track Aurobindo Pharma or Divi’s Lab closely, either … Read more
Sandip Sabharwal, asksandipsabharwal.com, holds ICICI Bank and will continue to hold as the biggest holder. He has Axis Bank where the investors have got concerned in the short term because of the slow growth prediction which they have given for the industry, which is prudent. Ex of that, he is not holding any other banking … Read more
