Sandip Sabharwal discusses Reliance’s debt repayment plans following a substantial stake sale, emphasizing the need for profitability from new investments. He expresses caution regarding insurance sector volatility and analyzes Bata India’s slowdown, linking it to broader consumer trends. Sabharwal also views InterGlobe Aviation’s dip as a potential buying opportunity for long-term investors, despite near-term disruptions.
Bullish on Adani group? GQG raises stakes in 3 stocks even as FIIs cut back in market crash
GQG Partners, long bullish on the Adani group, modestly raised stakes in key companies during the March quarter despite mixed stock performance. It increased holdings