Investor Sandip Sabharwal urges caution on stretched valuations and corporate disclosures. He sees opportunities in financials, auto stocks, and L&T for the coming year. Largecap stocks appear solid, with midcap opportunities to emerge gradually. Sabharwal anticipates market returns of 12-15% across segments. He also notes pressure on Eternal due to quick commerce losses.
RBI’s Balancing Act: Inflation concerns ease policy path, even as Rupee weakness raises questions
Former RBI Deputy Governor R. Gandhi highlighted concerns over inflation falling below the MPC’s target, necessitating measures to boost growth and production. He clarified the