Sandip Sabharwal, asksandipsabharwal.com, says ‘PFC and REC’ is a story for two-three years later. Many investors will not look that long. Near term, the PSU bounce back could potentially continue. …
“What the reaction of the global markets will be to US elections and whoever wins is tough to say. It is unpredictable, so I think that is something we need …
“It is important that RBI starts using policy now because otherwise the stress will rise further. But nevertheless, this was something which was expected,” says Sandip Sabharwal, asksandipsabharwal.com. Let us …
“Mutual fund figures for I think the last month are still to come out, but they should be healthy. So, there are flows into mutual funds, PMS, AIF, etc. So, …
“Non-life insurance space has been growing decently, especially the growth shown by companies like ICICI Lombard, etc, have been quite strong and that is also reflected in the stock price …
“The management strategy of expanding across various formats, expanding its food delivery, TajSATS. So, I think strategically they are doing very well and now the big focus only on managed …
“Nykaa is a stock which I always believed will perform at some stage. Now, we are coming at a stage where the company is trying to get some costs under …
“The situation was never as good in the Indian aviation market as it is today because there are effectively only two large players, Vistara Air India combined and InterGlobe Aviation,” …
“We do not have any of the wire and cable stocks, but I think Finolex I have tracked and recently prior to the results and subsequent to management commentary, obviously …
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 …