Sandip Sabharwal predicts that established brands like Bajaj, TVS, and Hero will dominate the two-wheeler market within the next two to three years. He sees limited value in Ola Electric stocks as these legacy players gain market share. Investors might find more opportunities in large-cap stocks if global markets stabilize and FIIs reallocate funds.
Carraro India turning the corner, offers an entry point
The company has in-house design and manufacturing capabilities. However, it historically has a lower operating margin before depreciation and amortisation (Ebitda margin) compared with peers.
December 23, 2024