Sandip Sabharwal discusses his investment strategy, highlighting a focus on capital goods, infrastructure, and defense sectors. He plans to deploy cash selectively as stock corrections take place. Sabharwal also shares cautious views on the IT and paint sectors, suggesting that investors wait for clearer signals before making significant moves in these segments.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,