Sandip Sabharwal indicated that FMCG, auto, and consumer durable sectors were poised for demand recovery due to lower input costs. Pharma companies showed resilience with strong results, while the railway sector and commodity stocks faced valuation challenges. He advised caution in heavily over-owned spaces, particularly by retail investors, and looked forward to Bharti Airtel’s performance in improving ARPU and profits.
| Subscribe To Our Free Newsletter |
