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Sandip Sabharwal suggests that auto, consumer durables, infrastructure, and capital goods sectors, previously subdued due to elections, may see a revival. He expresses concern over platform companies' capital allocation and the lack of moat in quick delivery services. Sabharwal notes muted cement volume growth and high valuations in the EMS space, making it difficult to find value.
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News and Media
Many of the real estate stocks have corrected also. But I would still think that they are not really cheap relative to the growth prospects in the near term. So, we need to wait to see corrective moves, better opportunities, etc. So, if people need to invest, DLF seems to be better placed vis--vis the other companies on a valuation as well as risk-return perspective. But overall, my view is that real estate after the sharp run-up needs to consolidate for some more time.
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News and Media
The volatility and the turmoil that we had might lessen a little bit down the road. There is some sense of stability to the extent that you can get stability in Trump administration, but that the feeling is that yes, the dust is settling, he has certain policies that will work.
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News and Media
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