RIL set for multi-year outperformance on new energy push: Sandip Sabharwal

Sandip Sabharwal discusses Kotak’s valuation normalization after RBI restrictions, suggesting it’s now reasonably priced. He favors ICICI Bank for its asset-liability management, Axis Bank for its conservative approach, and sees SBI as undervalued. Sabharwal also believes Reliance is entering an outperformance cycle, while auto and infra stocks are underestimated.

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