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Sandip Sabharwal calls IT a tactical trade, stays bullish on autos

Market expert Sandip Sabharwal views India's IT sector as a tactical trading opportunity, not a long-term structural uptrend, despite lower valuations. He finds Avenue Supermarts' premium valuation unjustified despite respectable performance. Sabharwal is optimistic about the consumption story, citing Marico's strong results, and sees the auto sector well-positioned for growth, especially with EV adoption accelerating.

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Economic TimesLean R·1h ago
Sandip Sabharwal calls IT a tactical trade, stays bullish on autos
Market expert Sandip Sabharwal views India's IT sector as a tactical trading opportunity, not a long-term structural uptrend, despite lower valuations. He finds Avenue Supermarts' premium valuation unjustified despite respectable performance. Sabharwal is optimistic about the consumption story, citing Marico's strong results, and sees the auto sector well-positioned for growth, especially with EV adoption accelerating.
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Sandip Sabharwal calls IT a tactical trade, stays bullish on autos

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Sandip Sabharwal calls IT a tactical trade, stays bullish on autos

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