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Where in market are expectations high and we may see post-result selloff? Sandip Sabharwal answers
Sandip Sabharwal predicts selloffs in overvalued defence, infrastructure, and capital goods stocks, contrasting low expectations in consumer and tech sectors. He highlights issues with AMCs' AUM hunger, limited defence stock options, valuation concerns, and India's lagging infrastructure growth. Trent's strong performance and insights on shipyard frenzy, durables, and the Alcobev sector are also discussed, emphasizing cash holding during results season.