Stock picking key as auto, banks face near-term headwinds: Sandip Sabharwal

Market expert Sandip Sabharwal maintains a constructive long-term outlook but stresses selectivity due to near-term risks like rising input costs and competition. He favors midcaps and selective smallcaps, seeing opportunities in consumer durables, while cautioning on financials and quick commerce. Large pharma deals require careful integration and valuation assessment.

from Economic Times https://ift.tt/rTPM0Js