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VERIFIEDET Markets·neutral
Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbook
AI Summary
- ·Sandip Sabharwal describes valuations in the defence sector as 'obnoxious' despite a real rally.
- ·He is constructive on private banks, expecting accelerated growth.
- ·Sabharwal finds IT valuations attractive but notes a lack of clear triggers.