Why Sandip Sabharwal prefers 2023 to 2022 & where to expect outperformance
“Recognition will come that valuations paradigms that have been built over decades, do not change in one or two. The entire theory that valuations do not matter will go through the window. Initially, domestically linked stocks should do better and then as we move through the year, some of the externally linked sectors like technology, pharma should start giving opportunities sometime during 2023.”
