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Sandip Sabharwal sees little chance of rerating in Reliance; no upside in auto unlikely in near term
Sandip Sabharwal provides insights on Reliance Industries' investment cycle, potential challenges, and growth in new-age businesses. He discusses the positive impact of unrestricted ethanol production and the current state of the auto sector. Sabharwal also touches on the evolving consumer tech and fintech landscape and the implications of a global rate cut cycle.