Sandip Sabharwal believes that the declining cycle is stalling and the easing cycle might be postponed. Markets are fairly priced, and investors should be prepared for fast corrections. Companies benefiting from stable or decreasing inflation are recommended. Significant upside on the broader indices side looks tougher. It is a stock by stock approach now. Construction companies are in a positive turn with reduced competitive intensity.
Largecaps seen as safer harbour in stock picker’s market: Nitin Bhasin
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will
December 16, 2025