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Can Tata Tech be the next Tata Elxsi? What will it mean for Tata Motors?
Sandip Sabharwal believes that Tata Tech, if it achieves high valuations and goes public, will perform well initially due to its reputation and then based on actual financial results. He expresses positivity towards the hospitality sector, particularly Indian Hotels and Lemon Tree. Sabharwal also discusses the potential of Tata Motors and highlights his recent investments in Voltas and Aditya Birla Retail. Concerns regarding Aditya Birla Retail's diversification strategy are acknowledged, but Sabharwal believes that most of the negatives are already priced in.
