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Market expert Sandip Sabharwal expressed caution on high-valuation EMS stocks like Dixon Technologies, questioning earnings quality and growth sustainability. He offered a tactical view on oil stocks such as ONGC, citing cheap valuations, and maintained a guarded stance on Paytm due to structural challenges and low-PE business models.
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Sir Keir Starmers visit signals a UKChina trade reset, but can British firms turn opportunities into real growth?
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Ahead of the Union Budget, market expert Sandip Sabharwal urges selective investment in defence stocks. He notes the commercial vehicle cycle is strong, with Tata Motors CV appearing more attractive than Ashok Leyland. Sabharwal sees value in ITC, expecting moderate returns. He expresses skepticism about Swiggy's profitability amid intense competition and growth challenges.
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